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 | $86,995 | $183,519-52.6% | $155,509-44.1% | $145,922-40.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.41% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,109 | $5,313-60.3% | $4,672-54.9% | $4,660-54.7% |
| Participant deferral / active EE | $8,986 | $6,462+39.0% | $5,626+59.7% | $6,688+34.4% |
| Admin fee / account holder | $39,822 | $19,313+106.2% | $15,912+150.3% | $13,397+197.2% |