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 | $233,627 | $54,705+327.1% | $71,209+228.1% | $84,808+175.5% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.5pp |
| Annual return | 13.24% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $9,624 | $2,158+346.0% | $2,721+253.7% | $2,631+265.8% |
| Participant deferral / active EE | $6,410 | $3,030+111.5% | $4,175+53.5% | $4,212+52.2% |
| Admin fee / account holder | $17,226 | $4,863+254.2% | $5,349+222.0% | $7,344+134.6% |