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 | $85,017 | $64,348+32.1% | $90,160-5.7% | $70,131+21.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.89% | 28.13%-15.2pp | 34.88%-22.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $4,807 | $2,046+135.0% | $3,318+44.9% | $2,342+105.2% |
| Participant deferral / active EE | $4,094 | $4,389-6.7% | $5,288-22.6% | $3,332+22.9% |
| Admin fee / account holder | $1,379 | $3,944-65.0% | $5,943-76.8% | $4,645-70.3% |