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 | $180,134 | $110,257+63.4% | $96,544+86.6% | $139,434+29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.21% | 26.32%-20.1pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $3,978 | $3,620+9.9% | $2,965+34.2% | $4,751-16.3% |
| Participant deferral / active EE | $7,500 | $5,548+35.2% | $4,851+54.6% | $6,710+11.8% |
| Admin fee / account holder | $8,327 | $11,591-28.2% | $8,252+0.9% | $11,403-27.0% |