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 | $192,306 | $159,602+20.5% | $150,045+28.2% | $142,382+35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.21% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $34,443 | $4,961+594.3% | $4,693+633.9% | $4,299+701.2% |
| Participant deferral / active EE | $3,750 | $8,310-54.9% | $7,997-53.1% | $6,507-42.4% |
| Admin fee / account holder | $7,823 | $14,846-47.3% | $13,435-41.8% | $12,624-38.0% |