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 | $158,018 | $138,065+14.5% | $123,544+27.9% | $135,375+16.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -12.15% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $14,137 | $5,151+174.4% | $4,628+205.5% | $4,779+195.8% |
| Participant deferral / active EE | $17,081 | $6,799+151.2% | $6,426+165.8% | $5,609+204.5% |
| Admin fee / account holder | $12,091 | $10,916+10.8% | $9,284+30.2% | $10,827+11.7% |