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 | $124,055 | $118,450+4.7% | $98,439+26.0% | $139,434-11.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 1.37% | 18.94%-17.6pp | 21.16%-19.8pp | 372.94%-371.6pp |
| Employer contribution / active EE | $2,896 | $3,609-19.8% | $3,048-5.0% | $4,751-39.0% |
| Participant deferral / active EE | $6,917 | $5,392+28.3% | $4,738+46.0% | $6,710+3.1% |
| Admin fee / account holder | $3,274 | $14,026-76.7% | $8,948-63.4% | $11,403-71.3% |