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 | $143,683 | $109,413+31.3% | $156,263-8.1% | $84,808+69.4% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 11.71% | 20.18%-8.5pp | 59.47%-47.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,076 | $2,907-28.6% | $4,333-52.1% | $2,631-21.1% |
| Participant deferral / active EE | $5,849 | $4,590+27.4% | $6,158-5.0% | $4,212+38.9% |
| Admin fee / account holder | $6,576 | $9,357-29.7% | $14,255-53.9% | $7,344-10.5% |