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 | $154,227 | $100,852+52.9% | $90,404+70.6% | $158,922-3.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.49% | 1724.20%-1720.7pp | 1293.02%-1289.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $7,188 | $3,689+94.9% | $3,262+120.4% | $4,761+51.0% |
| Participant deferral / active EE | $1,520 | $4,348-65.0% | $3,963-61.6% | $5,982-74.6% |
| Admin fee / account holder | $1,092 | $6,501-83.2% | $5,611-80.5% | $11,246-90.3% |