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 | $239,128 | $177,572+34.7% | $154,803+54.5% | $142,382+67.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.02% | 65.07%-58.1pp | 58.88%-51.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,241 | $4,810-53.4% | $4,305-47.9% | $4,299-47.9% |
| Participant deferral / active EE | $3,409 | $6,272-45.6% | $5,540-38.5% | $6,507-47.6% |
| Admin fee / account holder | $12,908 | $16,786-23.1% | $14,329-9.9% | $12,624+2.3% |