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 | $57,080 | $54,705+4.3% | $71,209-19.8% | $84,808-32.7% |
| Participation rate | 71.7% | 64.1%+7.7pp | 73.8%-2.0pp | 68.3%+3.4pp |
| Annual return | 11.90% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,172 | $2,158+47.0% | $2,721+16.6% | $2,631+20.6% |
| Participant deferral / active EE | $2,798 | $3,030-7.7% | $4,175-33.0% | $4,212-33.6% |
| Admin fee / account holder | $10,261 | $4,863+111.0% | $5,349+91.8% | $7,344+39.7% |