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 | $93,318 | $109,413-14.7% | $156,263-40.3% | $84,808+10.0% |
| Participation rate | 78.9% | 72.7%+6.3pp | 78.9%0pp | 68.3%+10.6pp |
| Annual return | 10.62% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $10,199 | $2,907+250.8% | $4,333+135.4% | $2,631+287.6% |
| Participant deferral / active EE | $9,515 | $4,590+107.3% | $6,158+54.5% | $4,212+125.9% |
| Admin fee / account holder | $46,601 | $9,357+398.1% | $14,255+226.9% | $7,344+534.6% |