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 | $132,682 | $80,968+63.9% | $96,544+37.4% | $75,163+76.5% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 12.51% | 27.06%-14.6pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,223 | $2,282-2.6% | $2,965-25.0% | $2,670-16.8% |
| Participant deferral / active EE | $5,275 | $3,928+34.3% | $4,851+8.7% | $4,125+27.9% |
| Admin fee / account holder | $12,010 | $6,724+78.6% | $8,252+45.5% | $5,651+112.5% |