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 | $95,566 | $77,813+22.8% | $123,544-22.6% | $64,186+48.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.40% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $6,530 | $3,014+116.7% | $4,628+41.1% | $2,381+174.3% |
| Participant deferral / active EE | $10,459 | $5,240+99.6% | $6,426+62.8% | $3,470+201.4% |
| Admin fee / account holder | $3,670 | $5,519-33.5% | $9,284-60.5% | $4,888-24.9% |