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 | $152,318 | $217,402-29.9% | $185,823-18.0% | $167,490-9.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.80% | 148.36%-140.6pp | 122.05%-114.2pp | 478.56%-470.8pp |
| Employer contribution / active EE | $7,414 | $5,873+26.2% | $5,167+43.5% | $4,837+53.3% |
| Participant deferral / active EE | $9,112 | $6,356+43.3% | $5,568+63.6% | $6,341+43.7% |
| Admin fee / account holder | $1,678 | $19,811-91.5% | $16,237-89.7% | $12,309-86.4% |