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 | $173,203 | $117,841+47.0% | $102,423+69.1% | $145,922+18.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 6.75% | 31.65%-24.9pp | 29.32%-22.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,553 | $3,615-57.0% | $3,023-48.6% | $4,660-66.7% |
| Participant deferral / active EE | $4,894 | $5,731-14.6% | $5,053-3.1% | $6,688-26.8% |
| Admin fee / account holder | $27,505 | $13,326+106.4% | $9,451+191.0% | $13,397+105.3% |