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 | $99,241 | $96,305+3.0% | $80,569+23.2% | $139,434-28.8% |
| Participation rate | 76.9% | 73.6%+3.3pp | 67.0%+9.9pp | 80.3%-3.4pp |
| Annual return | 10.10% | 1350.08%-1340.0pp | 935.43%-925.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,254 | $3,262-61.5% | $2,723-53.9% | $4,751-73.6% |
| Participant deferral / active EE | $8,362 | $5,232+59.8% | $4,447+88.0% | $6,710+24.6% |
| Admin fee / account holder | $13,573 | $6,599+105.7% | $5,377+152.4% | $11,403+19.0% |