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 | $105,113 | $74,888+40.4% | $71,209+47.6% | $142,382-26.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 9.95% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,254 | $2,854+14.0% | $2,721+19.6% | $4,299-24.3% |
| Participant deferral / active EE | $4,689 | $4,454+5.3% | $4,175+12.3% | $6,507-27.9% |
| Admin fee / account holder | $12,051 | $5,568+116.4% | $5,349+125.3% | $12,624-4.5% |