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 | $153,804 | $102,605+49.9% | $145,661+5.6% | $84,808+81.4% |
| Participation rate | 72.6% | 74.3%-1.7pp | 77.2%-4.6pp | 68.3%+4.3pp |
| Annual return | 12.39% | 26.50%-14.1pp | 101.46%-89.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,382 | $3,325-28.4% | $4,238-43.8% | $2,631-9.5% |
| Participant deferral / active EE | $5,401 | $5,750-6.1% | $7,198-25.0% | $4,212+28.2% |
| Admin fee / account holder | $13,656 | $8,758+55.9% | $12,466+9.5% | $7,344+86.0% |