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 | $189,804 | $65,395+190.2% | $182,532+4.0% | $72,985+160.1% |
| Participation rate | 96.9% | 65.4%+31.4pp | 78.0%+18.9pp | 69.5%+27.4pp |
| Annual return | 15.42% | 27.68%-12.3pp | 148.54%-133.1pp | 81.00%-65.6pp |
| Employer contribution / active EE | $3,517 | $1,911+84.0% | $4,076-13.7% | $2,440+44.1% |
| Participant deferral / active EE | $8,452 | $3,563+137.2% | $5,524+53.0% | $3,607+134.3% |
| Admin fee / account holder | $21,400 | $4,245+404.2% | $8,592+149.1% | $5,124+317.6% |