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 | $100,292 | $49,922+100.9% | $80,569+24.5% | $75,163+33.4% |
| Participation rate | 77.8% | 55.3%+22.5pp | 67.0%+10.8pp | 67.2%+10.6pp |
| Annual return | 13.09% | 34.69%-21.6pp | 935.43%-922.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $255 | $1,698-85.0% | $2,723-90.6% | $2,670-90.5% |
| Participant deferral / active EE | $2,616 | $2,990-12.5% | $4,447-41.2% | $4,125-36.6% |
| Admin fee / account holder | $2,537 | $3,577-29.1% | $5,377-52.8% | $5,651-55.1% |