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 | $199,766 | $159,602+25.2% | $150,045+33.1% | $142,382+40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.69% | 70.24%-61.5pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $16,815 | $4,961+239.0% | $4,693+258.3% | $4,299+291.1% |
| Participant deferral / active EE | $13,513 | $8,310+62.6% | $7,997+69.0% | $6,507+107.7% |
| Admin fee / account holder | $87,064 | $14,846+486.4% | $13,435+548.1% | $12,624+589.7% |