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 | $51,242 | $209,411-75.5% | $178,490-71.3% | $158,922-67.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.40% | 188.75%-184.4pp | 151.07%-146.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $3,828 | $5,706-32.9% | $5,011-23.6% | $4,761-19.6% |
| Participant deferral / active EE | $7,880 | $5,954+32.3% | $5,202+51.5% | $5,982+31.7% |
| Admin fee / account holder | $1,167 | $17,074-93.2% | $13,984-91.7% | $11,246-89.6% |