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 | $166,838 | $80,717+106.7% | $154,803+7.8% | $84,808+96.7% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.3pp | 68.3%+28.1pp |
| Annual return | 11.75% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,662 | $2,761-3.6% | $4,305-38.2% | $2,631+1.2% |
| Participant deferral / active EE | $6,527 | $3,303+97.6% | $5,540+17.8% | $4,212+55.0% |
| Admin fee / account holder | $1,322 | $6,746-80.4% | $14,329-90.8% | $7,344-82.0% |