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 | $127,484 | $46,553+173.8% | $64,056+99.0% | $75,163+69.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.52% | 26.03%-16.5pp | 33.69%-24.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $10,349 | $1,974+424.3% | $2,747+276.8% | $2,670+287.6% |
| Participant deferral / active EE | $5,971 | $2,837+110.5% | $3,880+53.9% | $4,125+44.7% |
| Admin fee / account holder | $2,701 | $2,952-8.5% | $3,068-12.0% | $5,651-52.2% |