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 | $124,350 | $157,256-20.9% | $141,162-11.9% | $152,861-18.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.15% | 64.32%-52.2pp | 71.39%-59.2pp | 345.32%-333.2pp |
| Employer contribution / active EE | $5,071 | $5,261-3.6% | $4,735+7.1% | $4,762+6.5% |
| Participant deferral / active EE | $14,977 | $7,109+110.7% | $6,709+123.2% | $5,850+156.0% |
| Admin fee / account holder | $1,837 | $12,120-84.8% | $10,261-82.1% | $11,596-84.2% |