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 | $111,978 | $135,952-17.6% | $123,892-9.6% | $273,961-59.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.46% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,484 | $5,170-51.9% | $4,617-46.2% | $4,869-49.0% |
| Participant deferral / active EE | $5,049 | $6,343-20.4% | $5,984-15.6% | $5,287-4.5% |
| Admin fee / account holder | $23,607 | $9,817+140.5% | $8,357+182.5% | $10,132+133.0% |