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 | $153,629 | $65,365+135.0% | $92,893+65.4% | $72,985+110.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 7.48% | 42.10%-34.6pp | 109.41%-101.9pp | 81.00%-73.5pp |
| Employer contribution / active EE | $8,401 | $2,594+223.9% | $3,653+130.0% | $2,440+244.3% |
| Participant deferral / active EE | $10,172 | $3,128+225.2% | $4,236+140.1% | $3,607+182.0% |
| Admin fee / account holder | $1,163 | $4,251-72.6% | $5,794-79.9% | $5,124-77.3% |