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 | $233,348 | $101,724+129.4% | $164,813+41.6% | $80,856+188.6% |
| Participation rate | 93.9% | 71.8%+22.0pp | 78.6%+15.3pp | 67.6%+26.2pp |
| Annual return | 9.76% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,374 | $2,953+14.2% | $4,341-22.3% | $2,755+22.5% |
| Participant deferral / active EE | $7,367 | $4,477+64.5% | $6,031+22.1% | $4,296+71.5% |
| Admin fee / account holder | $636 | $8,227-92.3% | $12,690-95.0% | $6,918-90.8% |