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 | $91,953 | $148,978-38.3% | $200,582-54.2% | $84,808+8.4% |
| Participation rate | 74.1% | 84.2%-10.2pp | 86.9%-12.8pp | 68.3%+5.8pp |
| Annual return | 11.12% | 28.16%-17.0pp | 42.33%-31.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,673 | $4,815-44.5% | $6,419-58.4% | $2,631+1.6% |
| Participant deferral / active EE | $4,639 | $7,142-35.0% | $9,331-50.3% | $4,212+10.2% |
| Admin fee / account holder | $19,726 | $13,977+41.1% | $16,305+21.0% | $7,344+168.6% |