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 | $244,543 | $179,726+36.1% | $156,263+56.5% | $142,382+71.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.42% | 77.86%-73.4pp | 59.47%-55.0pp | 217.08%-212.7pp |
| Employer contribution / active EE | $3,066 | $5,069-39.5% | $4,333-29.3% | $4,299-28.7% |
| Participant deferral / active EE | $8,111 | $6,956+16.6% | $6,158+31.7% | $6,507+24.6% |
| Admin fee / account holder | $18,772 | $17,272+8.7% | $14,255+31.7% | $12,624+48.7% |