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 | $211,843 | $79,449+166.6% | $189,557+11.8% | $85,850+146.8% |
| Participation rate | 96.2% | 66.0%+30.2pp | 78.4%+17.8pp | 69.3%+26.9pp |
| Annual return | 11.04% | 18.45%-7.4pp | 64.17%-53.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,534 | $2,081+69.8% | $4,412-19.9% | $2,565+37.8% |
| Participant deferral / active EE | $8,908 | $4,051+119.9% | $6,174+44.3% | $3,952+125.4% |
| Admin fee / account holder | $1,662 | $5,377-69.1% | $9,807-83.1% | $6,260-73.5% |