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 | $106,539 | $95,803+11.2% | $113,168-5.9% | $84,808+25.6% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 9.19% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,822 | $2,360-22.8% | $2,975-38.8% | $2,631-30.7% |
| Participant deferral / active EE | $6,713 | $4,242+58.3% | $5,107+31.5% | $4,212+59.4% |
| Admin fee / account holder | $11,122 | $8,989+23.7% | $12,068-7.8% | $7,344+51.5% |