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 | $101,584 | $80,968+25.5% | $96,544+5.2% | $75,163+35.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 11.63% | 27.06%-15.4pp | 25.84%-14.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,323 | $2,282-42.0% | $2,965-55.4% | $2,670-50.4% |
| Participant deferral / active EE | $6,968 | $3,928+77.4% | $4,851+43.7% | $4,125+68.9% |
| Admin fee / account holder | $1,782 | $6,724-73.5% | $8,252-78.4% | $5,651-68.5% |