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 | $104,269 | $78,422+33.0% | $95,952+8.7% | $79,858+30.6% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | -2.85% | 19.37%-22.2pp | 91.61%-94.5pp | 31.71%-34.6pp |
| Employer contribution / active EE | $8,577 | $1,945+340.9% | $2,541+237.5% | $2,471+247.1% |
| Participant deferral / active EE | $3,508 | $3,440+2.0% | $4,167-15.8% | $3,740-6.2% |
| Admin fee / account holder | $3,999 | $5,622-28.9% | $6,795-41.1% | $5,306-24.6% |