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 | $230,579 | $157,256+46.6% | $141,162+63.3% | $152,861+50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.06% | 64.32%-61.3pp | 71.39%-68.3pp | 345.32%-342.3pp |
| Employer contribution / active EE | $7,739 | $5,261+47.1% | $4,735+63.4% | $4,762+62.5% |
| Participant deferral / active EE | $7,292 | $7,109+2.6% | $6,709+8.7% | $5,850+24.6% |
| Admin fee / account holder | $48,129 | $12,120+297.1% | $10,261+369.0% | $11,596+315.0% |