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 | $116,237 | $111,754+4.0% | $103,333+12.5% | $145,922-20.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.25% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $5,229 | $4,212+24.1% | $3,868+35.2% | $4,660+12.2% |
| Participant deferral / active EE | $9,170 | $5,619+63.2% | $5,057+81.3% | $6,688+37.1% |
| Admin fee / account holder | $36,841 | $9,750+277.8% | $8,355+341.0% | $13,397+175.0% |