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 | $127,383 | $100,041+27.3% | $149,718-14.9% | $70,131+81.6% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 10.16% | 27.43%-17.3pp | 1501.63%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,433 | $3,662-60.9% | $5,445-73.7% | $2,342-38.8% |
| Participant deferral / active EE | $5,481 | $4,983+10.0% | $6,569-16.6% | $3,332+64.5% |
| Admin fee / account holder | $2,213 | $8,286-73.3% | $11,283-80.4% | $4,645-52.4% |