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 | $82,258 | $148,978-44.8% | $200,582-59.0% | $84,808-3.0% |
| Participation rate | 89.4% | 84.2%+5.1pp | 86.9%+2.5pp | 68.3%+21.1pp |
| Annual return | 12.81% | 28.16%-15.4pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,229 | $4,815-53.7% | $6,419-65.3% | $2,631-15.3% |
| Participant deferral / active EE | $6,813 | $7,142-4.6% | $9,331-27.0% | $4,212+61.8% |
| Admin fee / account holder | $10,501 | $13,977-24.9% | $16,305-35.6% | $7,344+43.0% |