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 | $171,649 | $74,927+129.1% | $101,794+68.6% | $84,808+102.4% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.2%+27.2pp | 68.3%+28.1pp |
| Annual return | 10.69% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,044 | $1,522-31.4% | $2,289-54.4% | $2,631-60.3% |
| Participant deferral / active EE | $6,995 | $3,099+125.7% | $4,084+71.3% | $4,212+66.1% |
| Admin fee / account holder | $1,470 | $6,514-77.4% | $8,777-83.3% | $7,344-80.0% |