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 | $209,763 | $102,317+105.0% | $146,958+42.7% | $80,856+159.4% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 11.53% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $12,475 | $3,713+236.0% | $4,933+152.9% | $2,755+352.8% |
| Participant deferral / active EE | $11,400 | $6,644+71.6% | $8,070+41.3% | $4,296+165.4% |
| Admin fee / account holder | $46,237 | $7,941+482.2% | $12,998+255.7% | $6,918+568.4% |