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 | $110,703 | $201,272-45.0% | $184,203-39.9% | $145,922-24.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 9.27% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,912 | $7,022-58.5% | $6,427-54.7% | $4,660-37.5% |
| Participant deferral / active EE | $11,017 | $9,806+12.3% | $9,131+20.6% | $6,688+64.7% |
| Admin fee / account holder | $19,399 | $16,364+18.5% | $13,901+39.6% | $13,397+44.8% |