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 | $79,912 | $109,881-27.3% | $150,045-46.7% | $84,808-5.8% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 13.80% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $7,815 | $3,561+119.4% | $4,693+66.5% | $2,631+197.0% |
| Participant deferral / active EE | $9,079 | $6,636+36.8% | $7,997+13.5% | $4,212+115.6% |
| Admin fee / account holder | $12,962 | $8,568+51.3% | $13,435-3.5% | $7,344+76.5% |