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 | $82,693 | $60,892+35.8% | $82,389+0.4% | $84,808-2.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 12.47% | 37.29%-24.8pp | 28.67%-16.2pp | 40.90%-28.4pp |
| Employer contribution / active EE | $6,395 | $1,779+259.4% | $2,517+154.1% | $2,631+143.1% |
| Participant deferral / active EE | $4,731 | $3,179+48.8% | $4,155+13.9% | $4,212+12.3% |
| Admin fee / account holder | $6,923 | $5,467+26.6% | $7,231-4.3% | $7,344-5.7% |