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 | $80,343 | $49,227+63.2% | $70,449+14.0% | $79,858+0.6% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 3.55% | 30.06%-26.5pp | 109.03%-105.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $4,286 | $2,099+104.2% | $2,737+56.6% | $2,471+73.5% |
| Participant deferral / active EE | $5,204 | $2,768+88.0% | $3,709+40.3% | $3,740+39.1% |
| Admin fee / account holder | $3,722 | $2,878+29.3% | $3,845-3.2% | $5,306-29.9% |