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 | $131,636 | $63,764+106.4% | $81,930+60.7% | $79,858+64.8% |
| Participation rate | 94.0% | 67.5%+26.5pp | 72.0%+22.0pp | 69.6%+24.4pp |
| Annual return | 3.58% | 22.66%-19.1pp | 29.49%-25.9pp | 31.71%-28.1pp |
| Employer contribution / active EE | $8,279 | $1,795+361.1% | $4,310+92.1% | $2,471+235.1% |
| Participant deferral / active EE | $3,478 | $2,780+25.1% | $7,107-51.1% | $3,740-7.0% |
| Admin fee / account holder | $83,194 | $4,426+1779.5% | $5,158+1512.9% | $5,306+1467.8% |