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 | $211,657 | $117,841+79.6% | $102,423+106.6% | $145,922+45.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 6.23% | 31.65%-25.4pp | 29.32%-23.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,023+106.7% | $4,660+34.1% |
| Participant deferral / active EE | $1,929 | $5,731-66.3% | $5,053-61.8% | $6,688-71.2% |
| Admin fee / account holder | $19,397 | $13,326+45.6% | $9,451+105.2% | $13,397+44.8% |