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 | $226,409 | $165,335+36.9% | $149,696+51.2% | $158,922+42.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.38% | 348.15%-344.8pp | 276.60%-273.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $3,582 | $5,103-29.8% | $4,644-22.9% | $4,761-24.8% |
| Participant deferral / active EE | $8,073 | $7,181+12.4% | $6,842+18.0% | $5,982+35.0% |
| Admin fee / account holder | $1,302 | $10,807-88.0% | $9,309-86.0% | $11,246-88.4% |