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 | $236,432 | $159,602+48.1% | $150,045+57.6% | $142,382+66.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 8.02% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,128 | $4,961-36.9% | $4,693-33.3% | $4,299-27.2% |
| Participant deferral / active EE | $7,965 | $8,310-4.2% | $7,997-0.4% | $6,507+22.4% |
| Admin fee / account holder | $64,202 | $14,846+332.4% | $13,435+377.9% | $12,624+408.6% |