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 | $238,400 | $109,413+117.9% | $156,263+52.6% | $84,808+181.1% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 11.46% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $6,474 | $2,907+122.7% | $4,333+49.4% | $2,631+146.1% |
| Participant deferral / active EE | $9,332 | $4,590+103.3% | $6,158+51.5% | $4,212+121.6% |
| Admin fee / account holder | $4,123 | $9,357-55.9% | $14,255-71.1% | $7,344-43.9% |