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 | $203,611 | $105,181+93.6% | $159,436+27.7% | $85,850+137.2% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 9.59% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-308.9pp |
| Employer contribution / active EE | $11,782 | $3,318+255.1% | $4,829+144.0% | $2,565+359.3% |
| Participant deferral / active EE | $7,912 | $5,945+33.1% | $7,352+7.6% | $3,952+100.2% |
| Admin fee / account holder | $2,976 | $6,933-57.1% | $10,799-72.4% | $6,260-52.5% |