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 | $171,127 | $123,793+38.2% | $177,821-3.8% | $79,858+114.3% |
| Participation rate | 96.6% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 10.12% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $5,749 | $4,095+40.4% | $5,918-2.9% | $2,471+132.7% |
| Participant deferral / active EE | $5,394 | $5,956-9.4% | $7,714-30.1% | $3,740+44.2% |
| Admin fee / account holder | $13,789 | $7,243+90.4% | $12,427+11.0% | $5,306+159.9% |