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 | $86,268 | $105,998-18.6% | $92,233-6.5% | $147,584-41.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.58% | 50.05%-40.5pp | 176.28%-166.7pp | 578.55%-569.0pp |
| Employer contribution / active EE | $5,108 | $4,333+17.9% | $3,679+38.8% | $4,876+4.8% |
| Participant deferral / active EE | $6,236 | $4,478+39.3% | $3,897+60.0% | $5,439+14.7% |
| Admin fee / account holder | $36,383 | $6,332+474.6% | $5,194+600.6% | $10,885+234.2% |