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 | $116,045 | $72,277+60.6% | $101,248+14.6% | $79,858+45.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.25% | 22.30%-25.5pp | 46.47%-49.7pp | 31.71%-35.0pp |
| Employer contribution / active EE | $11,104 | $2,692+312.5% | $3,660+203.4% | $2,471+349.4% |
| Participant deferral / active EE | $6,248 | $3,282+90.4% | $4,370+43.0% | $3,740+67.1% |
| Admin fee / account holder | $4,700 | $4,400+6.8% | $5,945-20.9% | $5,306-11.4% |