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 | $231,631 | $89,355+159.2% | $141,162+64.1% | $72,985+217.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.85% | 111.85%-96.0pp | 71.39%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $15,141 | $3,114+386.2% | $4,735+219.8% | $2,440+520.6% |
| Participant deferral / active EE | $8,099 | $5,418+49.5% | $6,709+20.7% | $3,607+124.5% |
| Admin fee / account holder | $10,731 | $5,958+80.1% | $10,261+4.6% | $5,124+109.4% |