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 | $148,809 | $72,492+105.3% | $87,100+70.8% | $72,985+103.9% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 5.08% | 24.46%-19.4pp | 28.19%-23.1pp | 81.00%-75.9pp |
| Employer contribution / active EE | $3,435 | $1,894+81.4% | $2,521+36.3% | $2,440+40.8% |
| Participant deferral / active EE | $4,717 | $3,270+44.3% | $4,049+16.5% | $3,607+30.8% |
| Admin fee / account holder | $3,883 | $5,055-23.2% | $7,497-48.2% | $5,124-24.2% |