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 | $144,623 | $81,248+78.0% | $155,509-7.0% | $80,856+78.9% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 10.02% | 33.31%-23.3pp | 64.67%-54.6pp | 35.59%-25.6pp |
| Employer contribution / active EE | $8,567 | $3,100+176.3% | $4,672+83.4% | $2,755+211.0% |
| Participant deferral / active EE | $5,697 | $3,452+65.1% | $5,626+1.3% | $4,296+32.6% |
| Admin fee / account holder | $5,491 | $7,997-31.3% | $15,912-65.5% | $6,918-20.6% |