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 | $184,720 | $159,602+15.7% | $150,045+23.1% | $142,382+29.7% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 12.09% | 70.24%-58.1pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,463 | $4,961-10.0% | $4,693-4.9% | $4,299+3.8% |
| Participant deferral / active EE | $15,032 | $8,310+80.9% | $7,997+88.0% | $6,507+131.0% |
| Admin fee / account holder | $3,975 | $14,846-73.2% | $13,435-70.4% | $12,624-68.5% |