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 | $202,315 | $159,602+26.8% | $150,045+34.8% | $142,382+42.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 11.11% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $18,765 | $4,961+278.3% | $4,693+299.8% | $4,299+336.5% |
| Participant deferral / active EE | $10,098 | $8,310+21.5% | $7,997+26.3% | $6,507+55.2% |
| Admin fee / account holder | $1,079 | $14,846-92.7% | $13,435-92.0% | $12,624-91.5% |