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 | $194,750 | $54,705+256.0% | $71,209+173.5% | $84,808+129.6% |
| Participation rate | 93.7% | 64.1%+29.6pp | 73.8%+19.9pp | 68.3%+25.3pp |
| Annual return | 13.12% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,076 | $2,158+88.9% | $2,721+49.8% | $2,631+54.9% |
| Participant deferral / active EE | $9,680 | $3,030+219.4% | $4,175+131.8% | $4,212+129.8% |
| Admin fee / account holder | $23,648 | $4,863+386.2% | $5,349+342.1% | $7,344+222.0% |