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 | $107,560 | $101,317+6.2% | $146,958-26.8% | $74,495+44.4% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 11.16% | 8730.91%-8719.7pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,055 | $3,810-19.8% | $4,933-38.1% | $2,623+16.5% |
| Participant deferral / active EE | $8,279 | $7,303+13.4% | $8,070+2.6% | $4,346+90.5% |
| Admin fee / account holder | $1,233 | $1,739-29.1% | $12,998-90.5% | $1,942-36.5% |