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 | $124,899 | $159,602-21.7% | $150,045-16.8% | $142,382-12.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 9.60% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,647 | $8,310+64.2% | $7,997+70.7% | $6,507+109.7% |
| Admin fee / account holder | $8,378 | $14,846-43.6% | $13,435-37.6% | $12,624-33.6% |