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 | $94,651 | $65,365+44.8% | $92,893+1.9% | $72,985+29.7% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 5.64% | 42.10%-36.5pp | 109.41%-103.8pp | 81.00%-75.4pp |
| Employer contribution / active EE | $5,354 | $2,594+106.4% | $3,653+46.6% | $2,440+119.5% |
| Participant deferral / active EE | $4,581 | $3,128+46.4% | $4,236+8.1% | $3,607+27.0% |
| Admin fee / account holder | $1,872 | $4,251-56.0% | $5,794-67.7% | $5,124-63.5% |