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 | $159,551 | $127,065+25.6% | $113,168+41.0% | $142,382+12.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 2.21% | 24.03%-21.8pp | 24.27%-22.1pp | 217.08%-214.9pp |
| Employer contribution / active EE | $3,319 | $3,442-3.6% | $2,975+11.5% | $4,299-22.8% |
| Participant deferral / active EE | $6,739 | $5,716+17.9% | $5,107+32.0% | $6,507+3.6% |
| Admin fee / account holder | $84,051 | $15,736+434.1% | $12,068+596.5% | $12,624+565.8% |