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 | $100,723 | $81,248+24.0% | $155,509-35.2% | $80,856+24.6% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 10.37% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,671 | $3,100+82.9% | $4,672+21.4% | $2,755+105.9% |
| Participant deferral / active EE | $3,029 | $3,452-12.2% | $5,626-46.2% | $4,296-29.5% |
| Admin fee / account holder | $996 | $7,997-87.5% | $15,912-93.7% | $6,918-85.6% |