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 | $118,302 | $183,963-35.7% | $162,163-27.0% | $152,861-22.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.48% | 150.76%-138.3pp | 115.59%-103.1pp | 345.32%-332.8pp |
| Employer contribution / active EE | $7,635 | $6,371+19.8% | $5,614+36.0% | $4,762+60.3% |
| Participant deferral / active EE | $9,962 | $8,034+24.0% | $7,298+36.5% | $5,850+70.3% |
| Admin fee / account holder | $71,154 | $13,121+442.3% | $10,843+556.2% | $11,596+513.6% |