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 | $130,067 | $63,355+105.3% | $91,989+41.4% | $72,985+78.2% |
| Participation rate | 89.3% | 72.5%+16.8pp | 78.6%+10.7pp | 69.5%+19.8pp |
| Annual return | 18.44% | 35.35%-16.9pp | 69.02%-50.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,447 | $2,116-31.6% | $3,452-58.1% | $2,440-40.7% |
| Participant deferral / active EE | $4,062 | $4,883-16.8% | $5,923-31.4% | $3,607+12.6% |
| Admin fee / account holder | $10,061 | $4,668+115.5% | $7,743+29.9% | $5,124+96.3% |