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 | $116,725 | $177,572-34.3% | $154,803-24.6% | $142,382-18.0% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 10.81% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,346 | $4,810-30.4% | $4,305-22.3% | $4,299-22.2% |
| Participant deferral / active EE | $3,662 | $6,272-41.6% | $5,540-33.9% | $6,507-43.7% |
| Admin fee / account holder | $3,791 | $16,786-77.4% | $14,329-73.5% | $12,624-70.0% |