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 | $107,275 | $95,803+12.0% | $113,168-5.2% | $84,808+26.5% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 11.41% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,211 | $2,360-6.3% | $2,975-25.7% | $2,631-16.0% |
| Participant deferral / active EE | $5,965 | $4,242+40.6% | $5,107+16.8% | $4,212+41.6% |
| Admin fee / account holder | $5,456 | $8,989-39.3% | $12,068-54.8% | $7,344-25.7% |