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 | $151,723 | $95,803+58.4% | $113,168+34.1% | $84,808+78.9% |
| Participation rate | 97.8% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.5pp |
| Annual return | 9.96% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,653 | $2,360+54.8% | $2,975+22.8% | $2,631+38.8% |
| Participant deferral / active EE | $6,947 | $4,242+63.8% | $5,107+36.0% | $4,212+65.0% |
| Admin fee / account holder | $3,071 | $8,989-65.8% | $12,068-74.6% | $7,344-58.2% |