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 | $168,087 | $86,929+93.4% | $102,423+64.1% | $80,856+107.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.33% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,492 | $2,369+131.8% | $3,023+81.6% | $2,755+99.4% |
| Participant deferral / active EE | $7,380 | $4,118+79.2% | $5,053+46.1% | $4,296+71.8% |
| Admin fee / account holder | $5,341 | $8,049-33.6% | $9,451-43.5% | $6,918-22.8% |