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 | $155,813 | $96,635+61.2% | $86,612+79.9% | $139,434+11.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.15% | 106.41%-96.3pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $9,394 | $3,263+187.9% | $3,022+210.8% | $4,751+97.7% |
| Participant deferral / active EE | $7,854 | $4,836+62.4% | $4,438+77.0% | $6,710+17.0% |
| Admin fee / account holder | $1,608 | $6,408-74.9% | $5,614-71.4% | $11,403-85.9% |