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 | $175,018 | $106,515+64.3% | $96,683+81.0% | $139,434+25.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 10.17% | 38.43%-28.3pp | 35.69%-25.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $4,178 | $4,103+1.8% | $3,737+11.8% | $4,751-12.0% |
| Participant deferral / active EE | $5,381 | $5,454-1.3% | $4,878+10.3% | $6,710-19.8% |
| Admin fee / account holder | $2,661 | $7,877-66.2% | $6,730-60.5% | $11,403-76.7% |