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 | $139,508 | $109,881+27.0% | $150,045-7.0% | $84,808+64.5% |
| Participation rate | 77.1% | 76.1%+1.1pp | 82.3%-5.2pp | 68.3%+8.8pp |
| Annual return | 12.11% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,168 | $3,561-11.0% | $4,693-32.5% | $2,631+20.4% |
| Participant deferral / active EE | $10,893 | $6,636+64.2% | $7,997+36.2% | $4,212+158.6% |
| Admin fee / account holder | $7,064 | $8,568-17.6% | $13,435-47.4% | $7,344-3.8% |