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 | $132,655 | $112,096+18.3% | $95,952+38.3% | $158,922-16.5% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 0.76% | 171.09%-170.3pp | 91.61%-90.9pp | 302.83%-302.1pp |
| Employer contribution / active EE | $1,231 | $3,198-61.5% | $2,541-51.5% | $4,761-74.1% |
| Participant deferral / active EE | $1,821 | $4,784-61.9% | $4,167-56.3% | $5,982-69.6% |
| Admin fee / account holder | $7,677 | $10,130-24.2% | $6,795+13.0% | $11,246-31.7% |