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 | $128,299 | $112,881+13.7% | $90,951+41.1% | $158,922-19.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.55% | 215.79%-212.2pp | 134.60%-131.0pp | 302.83%-299.3pp |
| Employer contribution / active EE | $3,244 | $2,893+12.1% | $2,122+52.9% | $4,761-31.9% |
| Participant deferral / active EE | $2,188 | $4,128-47.0% | $3,373-35.1% | $5,982-63.4% |
| Admin fee / account holder | $5,522 | $8,041-31.3% | $5,959-7.3% | $11,246-50.9% |