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 | $60,114 | $56,897+5.7% | $84,750-29.1% | $62,891-4.4% |
| Participation rate | 83.1% | 68.5%+14.5pp | 76.6%+6.5pp | 69.3%+13.7pp |
| Annual return | 3.03% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,738 | $2,400+14.1% | $3,574-23.4% | $2,281+20.0% |
| Participant deferral / active EE | $2,405 | $2,709-11.2% | $3,712-35.2% | $3,203-24.9% |
| Admin fee / account holder | $797 | $3,581-77.7% | $5,332-85.1% | $4,296-81.4% |