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 | $201,608 | $175,202+15.1% | $149,673+34.7% | $139,434+44.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.65% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,184 | $5,474-5.3% | $4,818+7.6% | $4,751+9.1% |
| Participant deferral / active EE | $9,432 | $6,519+44.7% | $5,680+66.1% | $6,710+40.6% |
| Admin fee / account holder | $2,143 | $16,150-86.7% | $13,210-83.8% | $11,403-81.2% |