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 | $219,163 | $60,022+265.1% | $88,946+146.4% | $84,808+158.4% |
| Participation rate | 85.3% | 57.8%+27.5pp | 68.8%+16.4pp | 68.3%+17.0pp |
| Annual return | 9.50% | 22.43%-12.9pp | 57.82%-48.3pp | 40.90%-31.4pp |
| Employer contribution / active EE | $3,258 | $1,703+91.4% | $2,555+27.5% | $2,631+23.8% |
| Participant deferral / active EE | $4,269 | $3,114+37.1% | $4,581-6.8% | $4,212+1.4% |
| Admin fee / account holder | $24,638 | $4,811+412.1% | $8,261+198.2% | $7,344+235.5% |