See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,370 | $214,378+15.9% | $200,582+23.8% | $142,382+74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.09% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $52,750 | $6,841+671.0% | $6,419+721.8% | $4,299+1127.0% |
| Participant deferral / active EE | $35,500 | $9,865+259.9% | $9,331+280.4% | $6,507+445.5% |
| Admin fee / account holder | $23,298 | $17,692+31.7% | $16,305+42.9% | $12,624+84.6% |