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 | $101,322 | $64,480+57.1% | $81,382+24.5% | $80,856+25.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.21% | 16.34%-7.1pp | 24.73%-15.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,691 | $1,978-14.5% | $2,463-31.3% | $2,755-38.6% |
| Participant deferral / active EE | $1,594 | $3,094-48.5% | $3,883-59.0% | $4,296-62.9% |
| Admin fee / account holder | $16,267 | $5,671+186.8% | $5,768+182.0% | $6,918+135.1% |