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 | $158,665 | $60,022+164.3% | $88,946+78.4% | $84,808+87.1% |
| Participation rate | 92.7% | 57.8%+34.8pp | 68.8%+23.8pp | 68.3%+24.4pp |
| Annual return | 10.85% | 22.43%-11.6pp | 57.82%-47.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,116 | $1,703+141.7% | $2,555+61.1% | $2,631+56.5% |
| Participant deferral / active EE | $7,127 | $3,114+128.9% | $4,581+55.6% | $4,212+69.2% |
| Admin fee / account holder | $10,257 | $4,811+113.2% | $8,261+24.2% | $7,344+39.7% |