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 | $152,569 | $177,572-14.1% | $154,803-1.4% | $142,382+7.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.63% | 65.07%-54.4pp | 58.88%-48.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,170 | $4,810+7.5% | $4,305+20.1% | $4,299+20.3% |
| Participant deferral / active EE | $7,303 | $6,272+16.4% | $5,540+31.8% | $6,507+12.2% |
| Admin fee / account holder | $959 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |