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 | $188,386 | $94,529+99.3% | $140,016+34.5% | $64,186+193.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.43% | 7.77%-16.2pp | 651.12%-659.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $9,466 | $3,812+148.3% | $5,606+68.9% | $2,381+297.6% |
| Participant deferral / active EE | $16,599 | $5,250+216.2% | $6,927+139.6% | $3,470+378.4% |
| Admin fee / account holder | $3,208 | $6,741-52.4% | $10,705-70.0% | $4,888-34.4% |