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 | $135,065 | $81,460+65.8% | $103,333+30.7% | $80,856+67.0% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.6%+26.5pp |
| Annual return | 9.13% | 25.55%-16.4pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $9,645 | $3,105+210.6% | $3,868+149.4% | $2,755+250.1% |
| Participant deferral / active EE | $8,143 | $3,869+110.5% | $5,057+61.0% | $4,296+89.6% |
| Admin fee / account holder | $15,513 | $6,566+136.3% | $8,355+85.7% | $6,918+124.2% |