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 | $106,652 | $227,553-53.1% | $189,557-43.7% | $167,490-36.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.25% | 78.40%-72.1pp | 64.17%-57.9pp | 478.56%-472.3pp |
| Employer contribution / active EE | $10,000 | $5,316+88.1% | $4,412+126.6% | $4,837+106.7% |
| Participant deferral / active EE | $8,494 | $7,002+21.3% | $6,174+37.6% | $6,341+33.9% |
| Admin fee / account holder | $18,011 | $11,878+51.6% | $9,807+83.7% | $12,309+46.3% |