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 | $85,679 | $58,927+45.4% | $76,817+11.5% | $72,985+17.4% |
| Participation rate | 82.5% | 67.3%+15.2pp | 72.1%+10.4pp | 69.5%+13.0pp |
| Annual return | 15.93% | 2305.64%-2289.7pp | 1166.11%-1150.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $3,573 | $1,787+100.0% | $2,302+55.2% | $2,440+46.4% |
| Participant deferral / active EE | $1,354 | $2,690-49.7% | $3,336-59.4% | $3,607-62.5% |
| Admin fee / account holder | $26,708 | $4,013+565.6% | $6,420+316.0% | $5,124+421.2% |