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 | $87,305 | $98,750-11.6% | $149,696-41.7% | $79,858+9.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.22% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,774 | $3,216-13.8% | $4,644-40.3% | $2,471+12.3% |
| Participant deferral / active EE | $4,761 | $5,680-16.2% | $6,842-30.4% | $3,740+27.3% |
| Admin fee / account holder | $2,555 | $6,053-57.8% | $9,309-72.6% | $5,306-51.9% |