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 | $185,118 | $108,919+70.0% | $100,391+84.4% | $145,922+26.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,970 | $4,419-55.4% | $3,942-50.0% | $4,660-57.7% |
| Participant deferral / active EE | $8,023 | $8,445-5.0% | $8,082-0.7% | $6,688+20.0% |
| Admin fee / account holder | $2,416 | $9,689-75.1% | $7,899-69.4% | $13,397-82.0% |