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 | $179,517 | $68,346+162.7% | $94,646+89.7% | $75,163+138.8% |
| Participation rate | 93.8% | 76.1%+17.6pp | 80.8%+12.9pp | 67.2%+26.6pp |
| Annual return | 12.95% | 616.93%-604.0pp | 156.71%-143.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $569 | $2,701-78.9% | $3,672-84.5% | $2,670-78.7% |
| Participant deferral / active EE | $7,382 | $6,537+12.9% | $7,418-0.5% | $4,125+79.0% |
| Admin fee / account holder | $13,166 | $5,326+147.2% | $7,231+82.1% | $5,651+133.0% |