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 | $112,162 | $53,018+111.6% | $70,014+60.2% | $62,891+78.3% |
| Participation rate | 93.3% | 67.2%+26.1pp | 71.8%+21.5pp | 69.3%+24.0pp |
| Annual return | 3.29% | 13.35%-10.1pp | 12.99%-9.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $9,620 | $1,799+434.7% | $2,338+311.4% | $2,281+321.8% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21,340 | $3,690+478.4% | $4,380+387.2% | $4,296+396.8% |