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 | $222,415 | $117,983+88.5% | $101,794+118.5% | $142,382+56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.04% | 36.92%-31.9pp | 30.53%-25.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,958 | $2,773+6.7% | $2,289+29.2% | $4,299-31.2% |
| Participant deferral / active EE | $11,144 | $4,714+136.4% | $4,084+172.9% | $6,507+71.3% |
| Admin fee / account holder | $12,860 | $10,433+23.3% | $8,777+46.5% | $12,624+1.9% |