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 | $71,698 | $60,349+18.8% | $74,183-3.4% | $62,891+14.0% |
| Participation rate | 92.1% | 72.7%+19.4pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 2.87% | 21.37%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $3,933 | $1,680+134.1% | $2,370+65.9% | $2,281+72.4% |
| Participant deferral / active EE | $1,597 | $2,856-44.1% | $3,550-55.0% | $3,203-50.1% |
| Admin fee / account holder | $2,819 | $4,261-33.8% | $5,586-49.5% | $4,296-34.4% |