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 | $99,726 | $153,772-35.1% | $133,980-25.6% | $273,961-63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.86% | 36.51%-33.7pp | 29.30%-26.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,665 | $6,029-55.8% | $5,211-48.9% | $4,869-45.3% |
| Participant deferral / active EE | $2,834 | $6,958-59.3% | $6,282-54.9% | $5,287-46.4% |
| Admin fee / account holder | $301 | $11,765-97.4% | $9,324-96.8% | $10,132-97.0% |