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 | $105,293 | $102,604+2.6% | $86,188+22.2% | $139,434-24.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.62% | 1922.51%-1915.9pp | 1168.45%-1161.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $9,321 | $3,032+207.4% | $2,380+291.6% | $4,751+96.2% |
| Participant deferral / active EE | $4,792 | $4,676+2.5% | $3,985+20.2% | $6,710-28.6% |
| Admin fee / account holder | $4,126 | $8,657-52.3% | $6,852-39.8% | $11,403-63.8% |