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 | $231,285 | $180,449+28.2% | $154,107+50.1% | $135,375+70.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.01% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $6,540 | $6,035+8.4% | $5,298+23.4% | $4,779+36.8% |
| Participant deferral / active EE | $8,918 | $5,806+53.6% | $5,081+75.5% | $5,609+59.0% |
| Admin fee / account holder | $16,797 | $16,143+4.0% | $13,411+25.2% | $10,827+55.1% |