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 | $218,473 | $93,571+133.5% | $135,903+60.8% | $75,163+190.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 6.39% | 30.90%-24.5pp | 68.23%-61.8pp | 160.62%-154.2pp |
| Employer contribution / active EE | $5,743 | $3,537+62.4% | $4,856+18.3% | $2,670+115.1% |
| Participant deferral / active EE | $9,900 | $6,404+54.6% | $7,758+27.6% | $4,125+140.0% |
| Admin fee / account holder | $7,762 | $6,975+11.3% | $10,762-27.9% | $5,651+37.4% |