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 | $210,113 | $91,190+130.4% | $178,490+17.7% | $79,858+163.1% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 9.39% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $6,567 | $3,256+101.7% | $5,011+31.1% | $2,471+165.8% |
| Participant deferral / active EE | $5,749 | $3,236+77.6% | $5,202+10.5% | $3,740+53.7% |
| Admin fee / account holder | $83,173 | $6,751+1132.0% | $13,984+494.8% | $5,306+1467.4% |