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 | $122,930 | $54,705+124.7% | $71,209+72.6% | $84,808+45.0% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 11.84% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,891 | $2,158+34.0% | $2,721+6.3% | $2,631+9.9% |
| Participant deferral / active EE | $6,241 | $3,030+105.9% | $4,175+49.5% | $4,212+48.2% |
| Admin fee / account holder | $11,453 | $4,863+135.5% | $5,349+114.1% | $7,344+56.0% |