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 | $139,653 | $159,901-12.7% | $146,958-5.0% | $145,922-4.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 5.32% | 98.13%-92.8pp | 418.34%-413.0pp | 561.29%-556.0pp |
| Employer contribution / active EE | $5,274 | $5,286-0.2% | $4,933+6.9% | $4,660+13.2% |
| Participant deferral / active EE | $7,973 | $8,428-5.4% | $8,070-1.2% | $6,688+19.2% |
| Admin fee / account holder | $5,421 | $15,044-64.0% | $12,998-58.3% | $13,397-59.5% |