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 | $87,483 | $78,926+10.8% | $136,749-36.0% | $84,808+3.2% |
| Participation rate | 94.0% | 62.2%+31.8pp | 72.1%+21.9pp | 68.3%+25.7pp |
| Annual return | 12.18% | 18.17%-6.0pp | 24.33%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $695 | $2,134-67.4% | $3,400-79.5% | $2,631-73.6% |
| Participant deferral / active EE | $3,580 | $3,168+13.0% | $4,692-23.7% | $4,212-15.0% |
| Admin fee / account holder | $12,632 | $6,369+98.3% | $11,386+10.9% | $7,344+72.0% |