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 | $119,063 | $107,334+10.9% | $92,893+28.2% | $152,861-22.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.81% | 145.58%-141.8pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $9,079 | $4,221+115.1% | $3,653+148.5% | $4,762+90.6% |
| Participant deferral / active EE | $1,604 | $4,845-66.9% | $4,236-62.1% | $5,850-72.6% |
| Admin fee / account holder | $20,519 | $7,079+189.8% | $5,794+254.1% | $11,596+76.9% |