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 | $99,335 | $65,041+52.7% | $90,951+9.2% | $79,858+24.4% |
| Participation rate | 78.8% | 61.6%+17.2pp | 69.0%+9.8pp | 69.6%+9.2pp |
| Annual return | 4.21% | 30.45%-26.2pp | 134.60%-130.4pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,078 | $1,247-13.6% | $2,122-49.2% | $2,471-56.4% |
| Participant deferral / active EE | $2,041 | $2,512-18.7% | $3,373-39.5% | $3,740-45.4% |
| Admin fee / account holder | $922 | $4,536-79.7% | $5,959-84.5% | $5,306-82.6% |