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 | $237,830 | $95,803+148.2% | $113,168+110.2% | $84,808+180.4% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 10.44% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $10,918 | $2,360+362.6% | $2,975+267.0% | $2,631+315.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,969 | $8,989+22.0% | $12,068-9.1% | $7,344+49.4% |