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 | $101,370 | $71,050+42.7% | $93,606+8.3% | $80,856+25.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.81% | 11.26%-3.4pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $11,209 | $1,564+616.8% | $2,420+363.2% | $2,755+306.9% |
| Participant deferral / active EE | $6,624 | $4,034+64.2% | $4,411+50.2% | $4,296+54.2% |
| Admin fee / account holder | $6,310 | $6,945-9.1% | $8,285-23.8% | $6,918-8.8% |