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 | $139,299 | $109,881+26.8% | $150,045-7.2% | $84,808+64.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 7.54% | 28.25%-20.7pp | 62.55%-55.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $6,016 | $3,561+68.9% | $4,693+28.2% | $2,631+128.7% |
| Participant deferral / active EE | $9,292 | $6,636+40.0% | $7,997+16.2% | $4,212+120.6% |
| Admin fee / account holder | $2,578 | $8,568-69.9% | $13,435-80.8% | $7,344-64.9% |