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 | $132,889 | $95,762+38.8% | $379,746-65.0% | $79,858+66.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 8.05% | 18.26%-10.2pp | 34.90%-26.9pp | 31.71%-23.7pp |
| Employer contribution / active EE | $2,872 | $2,695+6.5% | $3,540-18.9% | $2,471+16.2% |
| Participant deferral / active EE | $4,958 | $4,705+5.4% | $6,024-17.7% | $3,740+32.6% |
| Admin fee / account holder | $23,373 | $6,745+246.5% | $7,927+194.9% | $5,306+340.5% |