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 | $231,254 | $109,881+110.5% | $150,045+54.1% | $84,808+172.7% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 10.25% | 28.25%-18.0pp | 62.55%-52.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $8,322 | $3,561+133.7% | $4,693+77.3% | $2,631+216.3% |
| Participant deferral / active EE | $9,224 | $6,636+39.0% | $7,997+15.3% | $4,212+119.0% |
| Admin fee / account holder | $49,565 | $8,568+478.5% | $13,435+268.9% | $7,344+574.9% |