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 | $132,930 | $99,918+33.0% | $81,382+63.3% | $145,922-8.9% |
| Participation rate | 95.7% | 74.2%+21.5pp | 69.5%+26.2pp | 80.3%+15.4pp |
| Annual return | 6.94% | 34.32%-27.4pp | 24.73%-17.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,198 | $2,978-26.2% | $2,463-10.7% | $4,660-52.8% |
| Participant deferral / active EE | $4,908 | $4,605+6.6% | $3,883+26.4% | $6,688-26.6% |
| Admin fee / account holder | $54,687 | $8,212+565.9% | $5,768+848.0% | $13,397+308.2% |