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 | $174,097 | $157,256+10.7% | $141,162+23.3% | $152,861+13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.78% | 64.32%-51.5pp | 71.39%-58.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $6,554 | $5,261+24.6% | $4,735+38.4% | $4,762+37.6% |
| Participant deferral / active EE | $16,503 | $7,109+132.1% | $6,709+146.0% | $5,850+182.1% |
| Admin fee / account holder | $12,226 | $12,120+0.9% | $10,261+19.1% | $11,596+5.4% |