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 | $86,434 | $58,927+46.7% | $76,817+12.5% | $72,985+18.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 10.84% | 2305.64%-2294.8pp | 1166.11%-1155.3pp | 81.00%-70.2pp |
| Employer contribution / active EE | $6,843 | $1,787+283.0% | $2,302+197.3% | $2,440+180.5% |
| Participant deferral / active EE | $4,225 | $2,690+57.0% | $3,336+26.7% | $3,607+17.1% |
| Admin fee / account holder | $13,835 | $4,013+244.8% | $6,420+115.5% | $5,124+170.0% |