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 | $198,860 | $109,881+81.0% | $150,045+32.5% | $84,808+134.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.12% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,004 | $3,561+12.4% | $4,693-14.7% | $2,631+52.2% |
| Participant deferral / active EE | $11,493 | $6,636+73.2% | $7,997+43.7% | $4,212+172.9% |
| Admin fee / account holder | $37,723 | $8,568+340.3% | $13,435+180.8% | $7,344+413.7% |