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 | $79,718 | $71,829+11.0% | $69,780+14.2% | $142,382-44.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.3%-4.3pp | 80.1%-5.1pp |
| Annual return | 10.93% | 31.01%-20.1pp | 26.31%-15.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,358 | $4,385-23.4% | $4,168-19.4% | $4,299-21.9% |
| Participant deferral / active EE | $1,022 | $6,819-85.0% | $6,164-83.4% | $6,507-84.3% |
| Admin fee / account holder | $7,131 | $7,818-8.8% | $7,285-2.1% | $12,624-43.5% |