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 | $204,970 | $159,901+28.2% | $146,958+39.5% | $145,922+40.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 6.64% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,370 | $5,286-36.2% | $4,933-31.7% | $4,660-27.7% |
| Participant deferral / active EE | $7,678 | $8,428-8.9% | $8,070-4.9% | $6,688+14.8% |
| Admin fee / account holder | $68,689 | $15,044+356.6% | $12,998+428.5% | $13,397+412.7% |