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 | $129,926 | $95,803+35.6% | $113,168+14.8% | $84,808+53.2% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 11.74% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,028 | $2,360-56.4% | $2,975-65.4% | $2,631-60.9% |
| Participant deferral / active EE | $3,801 | $4,242-10.4% | $5,107-25.6% | $4,212-9.8% |
| Admin fee / account holder | $23,121 | $8,989+157.2% | $12,068+91.6% | $7,344+214.8% |