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 | $239,688 | $72,492+230.6% | $87,100+175.2% | $72,985+228.4% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 10.65% | 24.46%-13.8pp | 28.19%-17.5pp | 81.00%-70.4pp |
| Employer contribution / active EE | $2,392 | $1,894+26.3% | $2,521-5.1% | $2,440-2.0% |
| Participant deferral / active EE | $6,706 | $3,270+105.1% | $4,049+65.6% | $3,607+85.9% |
| Admin fee / account holder | $8,789 | $5,055+73.9% | $7,497+17.2% | $5,124+71.5% |