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 | $188,843 | $109,881+71.9% | $150,045+25.9% | $84,808+122.7% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 11.93% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $7,651 | $3,561+114.9% | $4,693+63.0% | $2,631+190.8% |
| Participant deferral / active EE | $9,560 | $6,636+44.1% | $7,997+19.5% | $4,212+127.0% |
| Admin fee / account holder | $44,556 | $8,568+420.0% | $13,435+231.6% | $7,344+506.7% |