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 | $156,518 | $179,726-12.9% | $156,263+0.2% | $142,382+9.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 9.98% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,798 | $5,069-64.5% | $4,333-58.5% | $4,299-58.2% |
| Participant deferral / active EE | $3,615 | $6,956-48.0% | $6,158-41.3% | $6,507-44.5% |
| Admin fee / account holder | $75,755 | $17,272+338.6% | $14,255+431.4% | $12,624+500.1% |