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 | $75,961 | $72,492+4.8% | $87,100-12.8% | $72,985+4.1% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.3pp |
| Annual return | 15.29% | 24.46%-9.2pp | 28.19%-12.9pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,405 | $1,894-25.8% | $2,521-44.3% | $2,440-42.4% |
| Participant deferral / active EE | $2,487 | $3,270-23.9% | $4,049-38.6% | $3,607-31.1% |
| Admin fee / account holder | $7,534 | $5,055+49.0% | $7,497+0.5% | $5,124+47.0% |