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 | $128,600 | $72,277+77.9% | $101,248+27.0% | $79,858+61.0% |
| Participation rate | 72.7% | 68.5%+4.3pp | 75.8%-3.1pp | 69.6%+3.1pp |
| Annual return | -7.69% | 22.30%-30.0pp | 46.47%-54.2pp | 31.71%-39.4pp |
| Employer contribution / active EE | $3,906 | $2,692+45.1% | $3,660+6.7% | $2,471+58.1% |
| Participant deferral / active EE | $7,147 | $3,282+117.8% | $4,370+63.5% | $3,740+91.1% |
| Admin fee / account holder | $4,546 | $4,400+3.3% | $5,945-23.5% | $5,306-14.3% |