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 | $91,973 | $88,751+3.6% | $81,812+12.4% | $145,922-37.0% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 9.33% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $556 | $3,083-82.0% | $2,912-80.9% | $4,660-88.1% |
| Participant deferral / active EE | $1,390 | $4,643-70.1% | $4,319-67.8% | $6,688-79.2% |
| Admin fee / account holder | $1,205 | $8,415-85.7% | $7,386-83.7% | $13,397-91.0% |