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 | $109,912 | $57,281+91.9% | $86,612+26.9% | $75,163+46.2% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 12.85% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,306 | $2,314+42.9% | $3,022+9.4% | $2,670+23.8% |
| Participant deferral / active EE | $5,988 | $3,318+80.5% | $4,438+34.9% | $4,125+45.2% |
| Admin fee / account holder | $1,316 | $4,112-68.0% | $5,614-76.6% | $5,651-76.7% |