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 | $100,717 | $103,376-2.6% | $87,100+15.6% | $152,861-34.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 10.34% | 28.10%-17.8pp | 28.19%-17.9pp | 345.32%-335.0pp |
| Employer contribution / active EE | $5,191 | $3,220+61.2% | $2,521+105.9% | $4,762+9.0% |
| Participant deferral / active EE | $6,260 | $4,778+31.0% | $4,049+54.6% | $5,850+7.0% |
| Admin fee / account holder | $880 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |