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 | $125,814 | $83,477+50.7% | $125,175+0.5% | $72,985+72.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.00% | 25.78%-9.8pp | 43.79%-27.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,669 | $2,345-28.8% | $3,865-56.8% | $2,440-31.6% |
| Participant deferral / active EE | $5,263 | $3,585+46.8% | $4,937+6.6% | $3,607+45.9% |
| Admin fee / account holder | $3,791 | $5,517-31.3% | $9,702-60.9% | $5,124-26.0% |