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 | $152,469 | $175,202-13.0% | $149,673+1.9% | $139,434+9.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 10.22% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,353 | $5,474-57.0% | $4,818-51.2% | $4,751-50.5% |
| Participant deferral / active EE | $8,311 | $6,519+27.5% | $5,680+46.3% | $6,710+23.9% |
| Admin fee / account holder | $4,154 | $16,150-74.3% | $13,210-68.6% | $11,403-63.6% |