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 | $194,692 | $115,770+68.2% | $101,248+92.3% | $158,922+22.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 6.46% | 56.14%-49.7pp | 46.47%-40.0pp | 302.83%-296.4pp |
| Employer contribution / active EE | $9,661 | $4,175+131.4% | $3,660+164.0% | $4,761+102.9% |
| Participant deferral / active EE | $3,225 | $4,957-34.9% | $4,370-26.2% | $5,982-46.1% |
| Admin fee / account holder | $1,685 | $7,245-76.7% | $5,945-71.7% | $11,246-85.0% |