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 | $110,850 | $117,841-5.9% | $102,423+8.2% | $145,922-24.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.71% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $4,371 | $3,615+20.9% | $3,023+44.6% | $4,660-6.2% |
| Participant deferral / active EE | $8,742 | $5,731+52.5% | $5,053+73.0% | $6,688+30.7% |
| Admin fee / account holder | $1,629 | $13,326-87.8% | $9,451-82.8% | $13,397-87.8% |