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 | $154,206 | $214,378-28.1% | $200,582-23.1% | $142,382+8.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.41% | 46.41%-41.0pp | 42.33%-36.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,982 | $6,841-71.0% | $6,419-69.1% | $4,299-53.9% |
| Participant deferral / active EE | $4,018 | $9,865-59.3% | $9,331-56.9% | $6,507-38.2% |
| Admin fee / account holder | $131,391 | $17,692+642.7% | $16,305+705.9% | $12,624+940.8% |