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 | $150,079 | $109,359+37.2% | $162,163-7.5% | $72,985+105.6% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 12.70% | 25.46%-12.8pp | 115.59%-102.9pp | 81.00%-68.3pp |
| Employer contribution / active EE | $4,653 | $3,907+19.1% | $5,614-17.1% | $2,440+90.7% |
| Participant deferral / active EE | $5,430 | $5,481-0.9% | $7,298-25.6% | $3,607+50.5% |
| Admin fee / account holder | $3,091 | $7,972-61.2% | $10,843-71.5% | $5,124-39.7% |