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 | $159,839 | $93,571+70.8% | $135,903+17.6% | $75,163+112.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 13.85% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $5,112 | $3,537+44.5% | $4,856+5.3% | $2,670+91.5% |
| Participant deferral / active EE | $11,565 | $6,404+80.6% | $7,758+49.1% | $4,125+180.3% |
| Admin fee / account holder | $1,263 | $6,975-81.9% | $10,762-88.3% | $5,651-77.6% |