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 | $84,976 | $72,277+17.6% | $101,248-16.1% | $79,858+6.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.80% | 22.30%-13.5pp | 46.47%-37.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $9,913 | $2,692+268.3% | $3,660+170.9% | $2,471+301.2% |
| Participant deferral / active EE | $7,805 | $3,282+137.8% | $4,370+78.6% | $3,740+108.7% |
| Admin fee / account holder | $1,171 | $4,400-73.4% | $5,945-80.3% | $5,306-77.9% |