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 | $103,134 | $57,016+80.9% | $84,966+21.4% | $80,856+27.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 7.45% | 21.66%-14.2pp | 66.38%-58.9pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,936 | $1,798+7.7% | $2,727-29.0% | $2,755-29.7% |
| Participant deferral / active EE | $4,287 | $3,110+37.9% | $4,519-5.1% | $4,296-0.2% |
| Admin fee / account holder | $4,758 | $4,980-4.5% | $6,149-22.6% | $6,918-31.2% |