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 | $223,055 | $80,717+176.3% | $154,803+44.1% | $84,808+163.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 7.72% | 37.96%-30.2pp | 58.88%-51.2pp | 40.90%-33.2pp |
| Employer contribution / active EE | $8,350 | $2,761+202.4% | $4,305+93.9% | $2,631+217.4% |
| Participant deferral / active EE | $5,429 | $3,303+64.4% | $5,540-2.0% | $4,212+28.9% |
| Admin fee / account holder | $6,989 | $6,746+3.6% | $14,329-51.2% | $7,344-4.8% |