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 | $185,180 | $43,723+323.5% | $121,196+52.8% | $64,186+188.5% |
| Participation rate | 92.9% | 58.3%+34.5pp | 71.7%+21.1pp | 69.6%+23.3pp |
| Annual return | -8.41% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $6,675 | $1,296+415.0% | $4,022+66.0% | $2,381+180.4% |
| Participant deferral / active EE | $8,062 | $2,280+253.6% | $3,344+141.1% | $3,470+132.4% |
| Admin fee / account holder | $1,593 | $3,501-54.5% | $5,019-68.3% | $4,888-67.4% |