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 | $157,275 | $48,230+226.1% | $67,502+133.0% | $80,856+94.5% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 11.04% | 18.28%-7.2pp | 3512.12%-3501.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,958 | $2,020+46.5% | $2,731+8.3% | $2,755+7.4% |
| Participant deferral / active EE | $4,944 | $2,924+69.1% | $4,000+23.6% | $4,296+15.1% |
| Admin fee / account holder | $12,753 | $3,681+246.4% | $3,998+219.0% | $6,918+84.3% |