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 | $211,238 | $81,248+160.0% | $155,509+35.8% | $80,856+161.2% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.7pp | 67.6%+17.2pp |
| Annual return | 10.61% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,036 | $3,100-34.3% | $4,672-56.4% | $2,755-26.1% |
| Participant deferral / active EE | $7,908 | $3,452+129.1% | $5,626+40.6% | $4,296+84.1% |
| Admin fee / account holder | $15,077 | $7,997+88.5% | $15,912-5.2% | $6,918+117.9% |