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 | $218,036 | $148,534+46.8% | $135,903+60.4% | $139,434+56.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.06% | 79.19%-69.1pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $11,191 | $5,243+113.5% | $4,856+130.5% | $4,751+135.6% |
| Participant deferral / active EE | $15,638 | $8,100+93.1% | $7,758+101.6% | $6,710+133.0% |
| Admin fee / account holder | $11,756 | $12,400-5.2% | $10,762+9.2% | $11,403+3.1% |