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 | $97,992 | $80,968+21.0% | $96,544+1.5% | $75,163+30.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.20% | 27.06%-15.9pp | 25.84%-14.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,790 | $2,282+66.1% | $2,965+27.8% | $2,670+42.0% |
| Participant deferral / active EE | $3,545 | $3,928-9.7% | $4,851-26.9% | $4,125-14.1% |
| Admin fee / account holder | $18,958 | $6,724+181.9% | $8,252+129.7% | $5,651+235.5% |