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 | $155,513 | $148,978+4.4% | $200,582-22.5% | $84,808+83.4% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 11.72% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,743 | $4,815-43.0% | $6,419-57.3% | $2,631+4.3% |
| Participant deferral / active EE | $6,007 | $7,142-15.9% | $9,331-35.6% | $4,212+42.6% |
| Admin fee / account holder | $78,785 | $13,977+463.7% | $16,305+383.2% | $7,344+972.8% |