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 | $79,603 | $86,286-7.7% | $111,297-28.5% | $85,850-7.3% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 10.50% | 19.99%-9.5pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $3,127 | $2,043+53.0% | $2,731+14.5% | $2,565+21.9% |
| Participant deferral / active EE | $3,929 | $3,641+7.9% | $4,487-12.4% | $3,952-0.6% |
| Admin fee / account holder | $13,542 | $8,188+65.4% | $7,964+70.1% | $6,260+116.3% |