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 | $189,532 | $138,347+37.0% | $184,203+2.9% | $80,856+134.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.46% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $11,001 | $4,850+126.8% | $6,427+71.2% | $2,755+299.3% |
| Participant deferral / active EE | $11,234 | $7,071+58.9% | $9,131+23.0% | $4,296+161.5% |
| Admin fee / account holder | $13,440 | $10,483+28.2% | $13,901-3.3% | $6,918+94.3% |