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 | $94,935 | $93,571+1.5% | $135,903-30.1% | $75,163+26.3% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 12.32% | 30.90%-18.6pp | 68.23%-55.9pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,539 | $3,537-28.2% | $4,856-47.7% | $2,670-4.9% |
| Participant deferral / active EE | $5,932 | $6,404-7.4% | $7,758-23.5% | $4,125+43.8% |
| Admin fee / account holder | $56,905 | $6,975+715.8% | $10,762+428.8% | $5,651+907.0% |