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 | $201,662 | $91,190+121.1% | $178,490+13.0% | $79,858+152.5% |
| Participation rate | 82.4% | 69.2%+13.2pp | 81.9%+0.4pp | 69.6%+12.7pp |
| Annual return | 3.39% | 24.19%-20.8pp | 151.07%-147.7pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,667 | $3,256-48.8% | $5,011-66.7% | $2,471-32.5% |
| Participant deferral / active EE | $3,163 | $3,236-2.3% | $5,202-39.2% | $3,740-15.4% |
| Admin fee / account holder | $24,277 | $6,751+259.6% | $13,984+73.6% | $5,306+357.5% |