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 | $127,594 | $95,803+33.2% | $113,168+12.7% | $84,808+50.5% |
| Participation rate | 91.8% | 72.9%+18.9pp | 76.6%+15.2pp | 68.3%+23.5pp |
| Annual return | 11.74% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,866 | $2,360+63.8% | $2,975+29.9% | $2,631+46.9% |
| Participant deferral / active EE | $6,850 | $4,242+61.5% | $5,107+34.1% | $4,212+62.6% |
| Admin fee / account holder | $31,277 | $8,989+248.0% | $12,068+159.2% | $7,344+325.9% |