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 | $80,405 | $179,726-55.3% | $156,263-48.5% | $142,382-43.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.15% | 77.86%-69.7pp | 59.47%-51.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $20,913 | $5,069+312.5% | $4,333+382.6% | $4,299+386.4% |
| Participant deferral / active EE | $23,346 | $6,956+235.6% | $6,158+279.1% | $6,507+258.8% |
| Admin fee / account holder | $46,148 | $17,272+167.2% | $14,255+223.7% | $12,624+265.6% |