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 10-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 | $156,949 | $101,317+54.9% | $146,958+6.8% | $74,495+110.7% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 11.33% | 8730.91%-8719.6pp | 418.34%-407.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $5,525 | $3,810+45.0% | $4,933+12.0% | $2,623+110.6% |
| Participant deferral / active EE | $9,968 | $7,303+36.5% | $8,070+23.5% | $4,346+129.4% |
| Admin fee / account holder | $34,088 | $1,739+1860.4% | $12,998+162.3% | $1,942+1655.6% |