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 7-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 | $220,116 | $210,648+4.5% | $177,989+23.7% | $145,922+50.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.92% | 385.86%-378.9pp | 294.48%-287.6pp | 561.29%-554.4pp |
| Employer contribution / active EE | $11,132 | $4,565+143.9% | $3,949+181.9% | $4,660+138.9% |
| Participant deferral / active EE | $17,137 | $6,958+146.3% | $6,276+173.0% | $6,688+156.2% |
| Admin fee / account holder | $3,678 | $12,013-69.4% | $10,363-64.5% | $13,397-72.5% |