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 | $57,437 | $198,466-71.1% | $170,442-66.3% | $147,584-61.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.03% | 257.29%-251.3pp | 205.93%-199.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $40,100 | $6,184+548.5% | $5,433+638.1% | $4,876+722.3% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $103,759 | $16,852+515.7% | $13,880+647.5% | $10,885+853.2% |