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 | $216,259 | $175,202+23.4% | $149,673+44.5% | $139,434+55.1% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 7.05% | 166.71%-159.7pp | 134.42%-127.4pp | 372.94%-365.9pp |
| Employer contribution / active EE | $13,489 | $5,474+146.4% | $4,818+180.0% | $4,751+183.9% |
| Participant deferral / active EE | $9,613 | $6,519+47.5% | $5,680+69.2% | $6,710+43.3% |
| Admin fee / account holder | $35,126 | $16,150+117.5% | $13,210+165.9% | $11,403+208.1% |