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 | $134,478 | $117,841+14.1% | $102,423+31.3% | $145,922-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.33% | 31.65%-25.3pp | 29.32%-23.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,083 | $3,615-42.4% | $3,023-31.1% | $4,660-55.3% |
| Participant deferral / active EE | $2,473 | $5,731-56.9% | $5,053-51.1% | $6,688-63.0% |
| Admin fee / account holder | $16,550 | $13,326+24.2% | $9,451+75.1% | $13,397+23.5% |