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 | $163,533 | $138,065+18.4% | $123,544+32.4% | $135,375+20.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -12.33% | 153.68%-166.0pp | 119.20%-131.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $11,886 | $5,151+130.7% | $4,628+156.8% | $4,779+148.7% |
| Participant deferral / active EE | $8,471 | $6,799+24.6% | $6,426+31.8% | $5,609+51.0% |
| Admin fee / account holder | $2,018 | $10,916-81.5% | $9,284-78.3% | $10,827-81.4% |