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 | $86,617 | $57,016+51.9% | $84,966+1.9% | $80,856+7.1% |
| Participation rate | 75.0% | 56.3%+18.7pp | 67.5%+7.5pp | 67.6%+7.4pp |
| Annual return | 8.15% | 21.66%-13.5pp | 66.38%-58.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $4,484 | $1,798+149.4% | $2,727+64.4% | $2,755+62.8% |
| Participant deferral / active EE | $3,494 | $3,110+12.4% | $4,519-22.7% | $4,296-18.7% |
| Admin fee / account holder | $712 | $4,980-85.7% | $6,149-88.4% | $6,918-89.7% |