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 | $81,452 | $60,124+35.5% | $90,404-9.9% | $79,858+2.0% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 9.56% | 71.94%-62.4pp | 1293.02%-1283.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $4,536 | $2,068+119.4% | $3,262+39.1% | $2,471+83.6% |
| Participant deferral / active EE | $4,199 | $2,938+42.9% | $3,963+6.0% | $3,740+12.3% |
| Admin fee / account holder | $6,885 | $3,976+73.2% | $5,611+22.7% | $5,306+29.8% |