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 | $130,510 | $65,409+99.5% | $98,442+32.6% | $85,850+52.0% |
| Participation rate | 71.1% | 65.0%+6.1pp | 73.3%-2.2pp | 69.3%+1.8pp |
| Annual return | 9.44% | 21.76%-12.3pp | 1492.73%-1483.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,389 | $2,168-35.9% | $2,960-53.1% | $2,565-45.9% |
| Participant deferral / active EE | $3,890 | $3,166+22.8% | $4,276-9.0% | $3,952-1.6% |
| Admin fee / account holder | $5,324 | $4,593+15.9% | $5,949-10.5% | $6,260-14.9% |