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 | $135,258 | $86,929+55.6% | $102,423+32.1% | $80,856+67.3% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 6.84% | 18.88%-12.0pp | 29.32%-22.5pp | 35.59%-28.8pp |
| Employer contribution / active EE | $6,689 | $2,369+182.3% | $3,023+121.2% | $2,755+142.8% |
| Participant deferral / active EE | $4,472 | $4,118+8.6% | $5,053-11.5% | $4,296+4.1% |
| Admin fee / account holder | $2,893 | $8,049-64.1% | $9,451-69.4% | $6,918-58.2% |