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 | $222,019 | $80,717+175.1% | $154,803+43.4% | $84,808+161.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.04% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $7,999 | $2,761+189.7% | $4,305+85.8% | $2,631+204.0% |
| Participant deferral / active EE | $6,788 | $3,303+105.5% | $5,540+22.5% | $4,212+61.2% |
| Admin fee / account holder | $43,914 | $6,746+551.0% | $14,329+206.5% | $7,344+498.0% |