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 | $109,192 | $65,041+67.9% | $90,951+20.1% | $79,858+36.7% |
| Participation rate | 83.6% | 61.6%+22.0pp | 69.0%+14.6pp | 69.6%+13.9pp |
| Annual return | 7.55% | 30.45%-22.9pp | 134.60%-127.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $5,206 | $1,247+317.4% | $2,122+145.3% | $2,471+110.7% |
| Participant deferral / active EE | $2,592 | $2,512+3.2% | $3,373-23.1% | $3,740-30.7% |
| Admin fee / account holder | $18,778 | $4,536+314.0% | $5,959+215.1% | $5,306+253.9% |