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 | $83,211 | $177,572-53.1% | $154,803-46.2% | $142,382-41.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 9.13% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,646 | $4,810-45.0% | $4,305-38.5% | $4,299-38.5% |
| Participant deferral / active EE | $6,655 | $6,272+6.1% | $5,540+20.1% | $6,507+2.3% |
| Admin fee / account holder | $70,795 | $16,786+321.8% | $14,329+394.1% | $12,624+460.8% |