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 | $56,599 | $89,355-36.7% | $141,162-59.9% | $72,985-22.5% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 11.19% | 111.85%-100.7pp | 71.39%-60.2pp | 81.00%-69.8pp |
| Employer contribution / active EE | $6,765 | $3,114+117.2% | $4,735+42.9% | $2,440+177.3% |
| Participant deferral / active EE | $9,527 | $5,418+75.8% | $6,709+42.0% | $3,607+164.1% |
| Admin fee / account holder | $113,450 | $5,958+1804.1% | $10,261+1005.6% | $5,124+2113.9% |