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 | $214,434 | $80,673+165.8% | $101,326+111.6% | $84,808+152.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 14.37% | 38.95%-24.6pp | 36.82%-22.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,469 | $2,698+176.8% | $3,665+103.8% | $2,631+183.9% |
| Participant deferral / active EE | $6,316 | $6,840-7.7% | $7,994-21.0% | $4,212+50.0% |
| Admin fee / account holder | $12,724 | $12,784-0.5% | $11,185+13.8% | $7,344+73.3% |