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 | $176,912 | $74,888+136.2% | $71,209+148.4% | $142,382+24.3% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 10.37% | 345.14%-334.8pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $4,132 | $2,854+44.8% | $2,721+51.9% | $4,299-3.9% |
| Participant deferral / active EE | $7,416 | $4,454+66.5% | $4,175+77.6% | $6,507+14.0% |
| Admin fee / account holder | $62,981 | $5,568+1031.0% | $5,349+1077.5% | $12,624+398.9% |