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 | $181,591 | $98,750+83.9% | $149,696+21.3% | $79,858+127.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.1pp |
| Annual return | 7.99% | 27.43%-19.4pp | 276.60%-268.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $6,325 | $3,216+96.6% | $4,644+36.2% | $2,471+156.0% |
| Participant deferral / active EE | $9,834 | $5,680+73.1% | $6,842+43.7% | $3,740+162.9% |
| Admin fee / account holder | $21,168 | $6,053+249.7% | $9,309+127.4% | $5,306+298.9% |