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 | $138,044 | $71,809+92.2% | $61,048+126.1% | $152,861-9.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 2.62% | 29.74%-27.1pp | 26.18%-23.6pp | 345.32%-342.7pp |
| Employer contribution / active EE | $6,774 | $4,545+49.1% | $3,716+82.3% | $4,762+42.2% |
| Participant deferral / active EE | $6,701 | $5,467+22.6% | $4,470+49.9% | $5,850+14.6% |
| Admin fee / account holder | $1,991 | $4,750-58.1% | $3,728-46.6% | $11,596-82.8% |