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 | $139,912 | $127,065+10.1% | $113,168+23.6% | $142,382-1.7% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 8.02% | 24.03%-16.0pp | 24.27%-16.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,358 | $3,442-31.5% | $2,975-20.8% | $4,299-45.2% |
| Participant deferral / active EE | $8,323 | $5,716+45.6% | $5,107+63.0% | $6,507+27.9% |
| Admin fee / account holder | $6,917 | $15,736-56.0% | $12,068-42.7% | $12,624-45.2% |