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 7-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 | $220,041 | $177,572+23.9% | $154,803+42.1% | $142,382+54.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 9.24% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,271 | $4,810-73.6% | $4,305-70.5% | $4,299-70.4% |
| Participant deferral / active EE | $2,772 | $6,272-55.8% | $5,540-50.0% | $6,507-57.4% |
| Admin fee / account holder | $10,136 | $16,786-39.6% | $14,329-29.3% | $12,624-19.7% |