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 | $76,836 | $74,927+2.5% | $101,794-24.5% | $84,808-9.4% |
| Participation rate | 81.4% | 61.4%+20.0pp | 69.2%+12.2pp | 68.3%+13.0pp |
| Annual return | 9.38% | 18.70%-9.3pp | 30.53%-21.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $693 | $1,522-54.5% | $2,289-69.7% | $2,631-73.7% |
| Participant deferral / active EE | $4,333 | $3,099+39.8% | $4,084+6.1% | $4,212+2.9% |
| Admin fee / account holder | $1,748 | $6,514-73.2% | $8,777-80.1% | $7,344-76.2% |