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 | $138,532 | $81,460+70.1% | $103,333+34.1% | $80,856+71.3% |
| Participation rate | 89.5% | 66.8%+22.6pp | 74.5%+15.0pp | 67.6%+21.8pp |
| Annual return | 8.33% | 25.55%-17.2pp | 24.88%-16.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,765 | $3,105-10.9% | $3,868-28.5% | $2,755+0.4% |
| Participant deferral / active EE | $3,902 | $3,869+0.9% | $5,057-22.9% | $4,296-9.2% |
| Admin fee / account holder | $1,684 | $6,566-74.3% | $8,355-79.8% | $6,918-75.7% |