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 | $152,224 | $98,750+54.2% | $149,696+1.7% | $79,858+90.6% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 6.46% | 27.43%-21.0pp | 276.60%-270.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $4,733 | $3,216+47.1% | $4,644+1.9% | $2,471+91.5% |
| Participant deferral / active EE | $7,799 | $5,680+37.3% | $6,842+14.0% | $3,740+108.5% |
| Admin fee / account holder | $13,027 | $6,053+115.2% | $9,309+39.9% | $5,306+145.5% |