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 | $223,620 | $83,477+167.9% | $125,175+78.6% | $72,985+206.4% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.5%+22.0pp |
| Annual return | 0.64% | 25.78%-25.1pp | 43.79%-43.1pp | 81.00%-80.4pp |
| Employer contribution / active EE | $6,370 | $2,345+171.6% | $3,865+64.8% | $2,440+161.1% |
| Participant deferral / active EE | $3,789 | $3,585+5.7% | $4,937-23.2% | $3,607+5.0% |
| Admin fee / account holder | $14,274 | $5,517+158.7% | $9,702+47.1% | $5,124+178.6% |