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 | $166,122 | $102,317+62.4% | $146,958+13.0% | $80,856+105.5% |
| Participation rate | 92.5% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 9.60% | 134.76%-125.2pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $5,041 | $3,713+35.8% | $4,933+2.2% | $2,755+83.0% |
| Participant deferral / active EE | $11,192 | $6,644+68.5% | $8,070+38.7% | $4,296+160.5% |
| Admin fee / account holder | $1,607 | $7,941-79.8% | $12,998-87.6% | $6,918-76.8% |