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 | $159,349 | $169,032-5.7% | $129,207+23.3% | $145,922+9.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.68% | 14330.11%-14323.4pp | 9417.33%-9410.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $9,734 | $5,537+75.8% | $4,153+134.4% | $4,660+108.9% |
| Participant deferral / active EE | $14,879 | $4,987+198.3% | $4,168+257.0% | $6,688+122.5% |
| Admin fee / account holder | $459 | $9,954-95.4% | $7,715-94.1% | $13,397-96.6% |