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 | $110,312 | $159,602-30.9% | $150,045-26.5% | $142,382-22.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 11.04% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,079 | $4,961-17.8% | $4,693-13.1% | $4,299-5.1% |
| Participant deferral / active EE | $8,843 | $8,310+6.4% | $7,997+10.6% | $6,507+35.9% |
| Admin fee / account holder | $350 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |