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 | $119,768 | $105,998+13.0% | $92,233+29.9% | $147,584-18.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.43% | 50.05%-46.6pp | 176.28%-172.8pp | 578.55%-575.1pp |
| Employer contribution / active EE | $3,711 | $4,333-14.4% | $3,679+0.9% | $4,876-23.9% |
| Participant deferral / active EE | $6,614 | $4,478+47.7% | $3,897+69.7% | $5,439+21.6% |
| Admin fee / account holder | $4,251 | $6,332-32.9% | $5,194-18.1% | $10,885-60.9% |