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 | $95,462 | $95,803-0.4% | $113,168-15.6% | $84,808+12.6% |
| Participation rate | 89.4% | 72.9%+16.5pp | 76.6%+12.8pp | 68.3%+21.1pp |
| Annual return | 11.60% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,878 | $2,360+64.3% | $2,975+30.3% | $2,631+47.4% |
| Participant deferral / active EE | $4,028 | $4,242-5.0% | $5,107-21.1% | $4,212-4.4% |
| Admin fee / account holder | $13,866 | $8,989+54.3% | $12,068+14.9% | $7,344+88.8% |