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 | $185,349 | $77,314+139.7% | $177,989+4.1% | $80,856+129.2% |
| Participation rate | 83.8% | 65.7%+18.1pp | 77.1%+6.7pp | 67.6%+16.1pp |
| Annual return | 9.89% | 18.09%-8.2pp | 294.48%-284.6pp | 35.59%-25.7pp |
| Employer contribution / active EE | $15,579 | $2,292+579.7% | $3,949+294.6% | $2,755+465.5% |
| Participant deferral / active EE | $12,206 | $4,411+176.7% | $6,276+94.5% | $4,296+184.1% |
| Admin fee / account holder | $2,183 | $7,191-69.6% | $10,363-78.9% | $6,918-68.4% |