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 | $172,113 | $109,881+56.6% | $150,045+14.7% | $84,808+102.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 8.72% | 28.25%-19.5pp | 62.55%-53.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $6,937 | $3,561+94.8% | $4,693+47.8% | $2,631+163.7% |
| Participant deferral / active EE | $3,131 | $6,636-52.8% | $7,997-60.9% | $4,212-25.7% |
| Admin fee / account holder | $3,826 | $8,568-55.4% | $13,435-71.5% | $7,344-47.9% |