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 | $104,743 | $81,460+28.6% | $103,333+1.4% | $80,856+29.5% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 6.12% | 25.55%-19.4pp | 24.88%-18.8pp | 35.59%-29.5pp |
| Employer contribution / active EE | $3,781 | $3,105+21.8% | $3,868-2.2% | $2,755+37.3% |
| Participant deferral / active EE | $7,525 | $3,869+94.5% | $5,057+48.8% | $4,296+75.2% |
| Admin fee / account holder | $3,004 | $6,566-54.3% | $8,355-64.0% | $6,918-56.6% |