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 | $193,596 | $217,402-11.0% | $185,823+4.2% | $167,490+15.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.10% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $5,424 | $5,873-7.7% | $5,167+5.0% | $4,837+12.1% |
| Participant deferral / active EE | $4,382 | $6,356-31.1% | $5,568-21.3% | $6,341-30.9% |
| Admin fee / account holder | $1,500 | $19,811-92.4% | $16,237-90.8% | $12,309-87.8% |