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 | $106,593 | $83,477+27.7% | $125,175-14.8% | $72,985+46.0% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.5%+21.8pp |
| Annual return | 3.74% | 25.78%-22.0pp | 43.79%-40.0pp | 81.00%-77.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,886 | $3,585+36.3% | $4,937-1.0% | $3,607+35.4% |
| Admin fee / account holder | $13,213 | $5,517+139.5% | $9,702+36.2% | $5,124+157.8% |