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 | $157,682 | $159,602-1.2% | $150,045+5.1% | $142,382+10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.00% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,486 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $8,967 | $8,310+7.9% | $7,997+12.1% | $6,507+37.8% |
| Admin fee / account holder | $156,012 | $14,846+950.8% | $13,435+1061.3% | $12,624+1135.9% |