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 | $165,365 | $79,944+106.9% | $98,439+68.0% | $75,163+120.0% |
| Participation rate | 94.7% | 70.4%+24.4pp | 75.2%+19.6pp | 67.2%+27.5pp |
| Annual return | 12.00% | 19.75%-7.7pp | 21.16%-9.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $12,566 | $2,264+455.1% | $3,048+312.3% | $2,670+370.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,849 | $6,840+14.8% | $8,948-12.3% | $5,651+38.9% |