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 | $210,814 | $176,812+19.2% | $146,665+43.7% | $167,490+25.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.92% | 24.03%-18.1pp | 22.74%-16.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $4,849 | $5,160-6.0% | $4,136+17.2% | $4,837+0.2% |
| Participant deferral / active EE | $14,112 | $6,440+119.1% | $5,506+156.3% | $6,341+122.5% |
| Admin fee / account holder | $45,524 | $13,259+243.3% | $10,280+342.9% | $12,309+269.8% |