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 | $147,292 | $106,515+38.3% | $96,683+52.3% | $139,434+5.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.89% | 38.43%-37.5pp | 35.69%-34.8pp | 372.94%-372.0pp |
| Employer contribution / active EE | $6,067 | $4,103+47.9% | $3,737+62.4% | $4,751+27.7% |
| Participant deferral / active EE | $4,630 | $5,454-15.1% | $4,878-5.1% | $6,710-31.0% |
| Admin fee / account holder | $51,786 | $7,877+557.4% | $6,730+669.5% | $11,403+354.2% |