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 | $86,116 | $88,751-3.0% | $81,812+5.3% | $145,922-41.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 7.28% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $13,908 | $3,083+351.1% | $2,912+377.6% | $4,660+198.5% |
| Participant deferral / active EE | $2,382 | $4,643-48.7% | $4,319-44.8% | $6,688-64.4% |
| Admin fee / account holder | $389,657 | $8,415+4530.3% | $7,386+5175.6% | $13,397+2808.5% |