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 | $163,780 | $217,402-24.7% | $185,823-11.9% | $167,490-2.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 2.78% | 148.36%-145.6pp | 122.05%-119.3pp | 478.56%-475.8pp |
| Employer contribution / active EE | $1,801 | $5,873-69.3% | $5,167-65.2% | $4,837-62.8% |
| Participant deferral / active EE | $9,616 | $6,356+51.3% | $5,568+72.7% | $6,341+51.6% |
| Admin fee / account holder | $1,545 | $19,811-92.2% | $16,237-90.5% | $12,309-87.4% |