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 | $190,789 | $85,766+122.5% | $136,294+40.0% | $70,131+172.0% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 12.93% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $7,692 | $2,966+159.3% | $4,695+63.8% | $2,342+228.4% |
| Participant deferral / active EE | $9,254 | $5,051+83.2% | $6,247+48.1% | $3,332+177.8% |
| Admin fee / account holder | $13,916 | $5,420+156.7% | $9,243+50.5% | $4,645+199.6% |