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 | $152,218 | $89,753+69.6% | $107,525+41.6% | $84,808+79.5% |
| Participation rate | 88.6% | 68.1%+20.6pp | 75.1%+13.6pp | 68.3%+20.3pp |
| Annual return | 11.71% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $14,380 | $3,113+361.9% | $3,754+283.1% | $2,631+446.6% |
| Participant deferral / active EE | $3,730 | $4,056-8.0% | $5,116-27.1% | $4,212-11.4% |
| Admin fee / account holder | $3,599 | $7,222-50.2% | $8,919-59.6% | $7,344-51.0% |