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 | $93,614 | $109,413-14.4% | $156,263-40.1% | $84,808+10.4% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 11.56% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,266 | $2,907+12.4% | $4,333-24.6% | $2,631+24.1% |
| Participant deferral / active EE | $7,607 | $4,590+65.7% | $6,158+23.5% | $4,212+80.6% |
| Admin fee / account holder | $20,705 | $9,357+121.3% | $14,255+45.2% | $7,344+181.9% |