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 | $68,108 | $98,750-31.0% | $149,696-54.5% | $79,858-14.7% |
| Participation rate | 80.7% | 75.8%+5.0pp | 82.5%-1.8pp | 69.6%+11.1pp |
| Annual return | 12.24% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,609 | $3,216+12.2% | $4,644-22.3% | $2,471+46.0% |
| Participant deferral / active EE | $7,681 | $5,680+35.2% | $6,842+12.3% | $3,740+105.4% |
| Admin fee / account holder | $6,169 | $6,053+1.9% | $9,309-33.7% | $5,306+16.3% |