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 | $166,700 | $95,266+75.0% | $82,389+102.3% | $142,382+17.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 5.32% | 25.74%-20.4pp | 28.67%-23.3pp | 217.08%-211.8pp |
| Employer contribution / active EE | $5,125 | $2,991+71.3% | $2,517+103.6% | $4,299+19.2% |
| Participant deferral / active EE | $4,026 | $4,809-16.3% | $4,155-3.1% | $6,507-38.1% |
| Admin fee / account holder | $1,161 | $8,563-86.4% | $7,231-83.9% | $12,624-90.8% |