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 | $157,256 | $111,754+40.7% | $103,333+52.2% | $145,922+7.8% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 8.24% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,639 | $4,212-61.1% | $3,868-57.6% | $4,660-64.8% |
| Participant deferral / active EE | $6,016 | $5,619+7.1% | $5,057+19.0% | $6,688-10.0% |
| Admin fee / account holder | $26,323 | $9,750+170.0% | $8,355+215.1% | $13,397+96.5% |