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 | $203,329 | $78,422+159.3% | $95,952+111.9% | $79,858+154.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.33% | 19.37%-10.0pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $4,116 | $1,945+111.6% | $2,541+62.0% | $2,471+66.6% |
| Participant deferral / active EE | $5,079 | $3,440+47.6% | $4,167+21.9% | $3,740+35.8% |
| Admin fee / account holder | $3,630 | $5,622-35.4% | $6,795-46.6% | $5,306-31.6% |