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 | $87,869 | $148,978-41.0% | $200,582-56.2% | $84,808+3.6% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 11.85% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,866 | $4,815-61.2% | $6,419-70.9% | $2,631-29.1% |
| Participant deferral / active EE | $3,183 | $7,142-55.4% | $9,331-65.9% | $4,212-24.4% |
| Admin fee / account holder | $22,030 | $13,977+57.6% | $16,305+35.1% | $7,344+200.0% |