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 | $242,474 | $99,877+142.8% | $84,966+185.4% | $145,922+66.2% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 3.43% | 83.76%-80.3pp | 66.38%-62.9pp | 561.29%-557.9pp |
| Employer contribution / active EE | $17,735 | $3,231+448.8% | $2,727+550.3% | $4,660+280.6% |
| Participant deferral / active EE | $4,032 | $5,291-23.8% | $4,519-10.8% | $6,688-39.7% |
| Admin fee / account holder | $4,382 | $7,248-39.5% | $6,149-28.7% | $13,397-67.3% |