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 | $159,893 | $109,881+45.5% | $150,045+6.6% | $84,808+88.5% |
| Participation rate | 81.7% | 76.1%+5.6pp | 82.3%-0.7pp | 68.3%+13.4pp |
| Annual return | 13.76% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,178 | $3,561-38.9% | $4,693-53.6% | $2,631-17.2% |
| Participant deferral / active EE | $5,055 | $6,636-23.8% | $7,997-36.8% | $4,212+20.0% |
| Admin fee / account holder | $4,506 | $8,568-47.4% | $13,435-66.5% | $7,344-38.6% |