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 | $195,366 | $89,355+118.6% | $141,162+38.4% | $72,985+167.7% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 18.95% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,883 | $3,114-39.5% | $4,735-60.2% | $2,440-22.8% |
| Participant deferral / active EE | $3,804 | $5,418-29.8% | $6,709-43.3% | $3,607+5.5% |
| Admin fee / account holder | $48,923 | $5,958+721.1% | $10,261+376.8% | $5,124+854.7% |