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 | $181,240 | $109,881+64.9% | $150,045+20.8% | $84,808+113.7% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.13% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,000 | $3,561-15.8% | $4,693-36.1% | $2,631+14.0% |
| Participant deferral / active EE | $7,327 | $6,636+10.4% | $7,997-8.4% | $4,212+74.0% |
| Admin fee / account holder | $4,135 | $8,568-51.7% | $13,435-69.2% | $7,344-43.7% |