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 | $133,631 | $102,604+30.2% | $86,188+55.0% | $139,434-4.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.51% | 1922.51%-1917.0pp | 1168.45%-1162.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $15,075 | $3,032+397.1% | $2,380+533.3% | $4,751+217.3% |
| Participant deferral / active EE | $5,345 | $4,676+14.3% | $3,985+34.1% | $6,710-20.3% |
| Admin fee / account holder | $39,775 | $8,657+359.5% | $6,852+480.5% | $11,403+248.8% |