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 | $221,179 | $165,335+33.8% | $149,696+47.8% | $158,922+39.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 7.85% | 348.15%-340.3pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $3,205 | $5,103-37.2% | $4,644-31.0% | $4,761-32.7% |
| Participant deferral / active EE | $8,796 | $7,181+22.5% | $6,842+28.6% | $5,982+47.0% |
| Admin fee / account holder | $1,826 | $10,807-83.1% | $9,309-80.4% | $11,246-83.8% |