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 | $247,027 | $159,602+54.8% | $150,045+64.6% | $142,382+73.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 11.08% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,834 | $4,961-2.5% | $4,693+3.0% | $4,299+12.4% |
| Participant deferral / active EE | $12,346 | $8,310+48.6% | $7,997+54.4% | $6,507+89.7% |
| Admin fee / account holder | $42,819 | $14,846+188.4% | $13,435+218.7% | $12,624+239.2% |