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 | $106,270 | $88,751+19.7% | $81,812+29.9% | $145,922-27.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.16% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,364 | $3,083-23.3% | $2,912-18.8% | $4,660-49.3% |
| Participant deferral / active EE | $9,074 | $4,643+95.4% | $4,319+110.1% | $6,688+35.7% |
| Admin fee / account holder | $1,164 | $8,415-86.2% | $7,386-84.2% | $13,397-91.3% |