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 | $92,290 | $109,881-16.0% | $150,045-38.5% | $84,808+8.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 12.78% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,430 | $3,561-31.8% | $4,693-48.2% | $2,631-7.6% |
| Participant deferral / active EE | $6,874 | $6,636+3.6% | $7,997-14.0% | $4,212+63.2% |
| Admin fee / account holder | $7,854 | $8,568-8.3% | $13,435-41.5% | $7,344+6.9% |