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 | $216,874 | $109,881+97.4% | $150,045+44.5% | $84,808+155.7% |
| Participation rate | 90.7% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 13.31% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,360 | $3,561-33.7% | $4,693-49.7% | $2,631-10.3% |
| Participant deferral / active EE | $12,410 | $6,636+87.0% | $7,997+55.2% | $4,212+194.7% |
| Admin fee / account holder | $18,939 | $8,568+121.0% | $13,435+41.0% | $7,344+157.9% |