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 | $177,835 | $142,405+24.9% | $115,157+54.4% | $152,861+16.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -0.96% | 41.48%-42.4pp | 35.60%-36.6pp | 345.32%-346.3pp |
| Employer contribution / active EE | $1,837 | $4,010-54.2% | $3,179-42.2% | $4,762-61.4% |
| Participant deferral / active EE | $5,700 | $5,164+10.4% | $4,168+36.7% | $5,850-2.6% |
| Admin fee / account holder | $368 | $8,462-95.7% | $7,088-94.8% | $11,596-96.8% |