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 | $129,723 | $95,266+36.2% | $82,389+57.5% | $142,382-8.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 6.86% | 25.74%-18.9pp | 28.67%-21.8pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,959 | $2,991-34.5% | $2,517-22.2% | $4,299-54.4% |
| Participant deferral / active EE | $8,230 | $4,809+71.1% | $4,155+98.1% | $6,507+26.5% |
| Admin fee / account holder | $34,956 | $8,563+308.2% | $7,231+383.4% | $12,624+176.9% |