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 | $81,960 | $98,750-17.0% | $149,696-45.2% | $79,858+2.6% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 7.91% | 27.43%-19.5pp | 276.60%-268.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $873 | $3,216-72.9% | $4,644-81.2% | $2,471-64.7% |
| Participant deferral / active EE | $5,590 | $5,680-1.6% | $6,842-18.3% | $3,740+49.5% |
| Admin fee / account holder | $13,598 | $6,053+124.7% | $9,309+46.1% | $5,306+156.3% |