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 | $107,975 | $53,822+100.6% | $75,696+42.6% | $85,850+25.8% |
| Participation rate | 90.0% | 69.1%+20.9pp | 74.8%+15.2pp | 69.3%+20.7pp |
| Annual return | 11.56% | 24.54%-13.0pp | 104.53%-93.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $5,451 | $2,017+170.3% | $2,743+98.8% | $2,565+112.5% |
| Participant deferral / active EE | $6,399 | $2,895+121.0% | $3,821+67.4% | $3,952+61.9% |
| Admin fee / account holder | $20,786 | $3,343+521.8% | $3,619+474.3% | $6,260+232.0% |