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 | $142,589 | $86,891+64.1% | $142,449+0.1% | $75,163+89.7% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.8%+20.1pp | 67.2%+29.7pp |
| Annual return | 11.52% | 23.31%-11.8pp | 19.99%-8.5pp | 160.62%-149.1pp |
| Employer contribution / active EE | $3,416 | $3,355+1.8% | $4,847-29.5% | $2,670+27.9% |
| Participant deferral / active EE | $7,877 | $4,938+59.5% | $6,283+25.4% | $4,125+90.9% |
| Admin fee / account holder | $4,423 | $7,299-39.4% | $10,011-55.8% | $5,651-21.7% |