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 | $63,599 | $47,848+32.9% | $81,478-21.9% | $70,131-9.3% |
| Participation rate | 75.0% | 58.3%+16.7pp | 68.0%+7.0pp | 69.5%+5.5pp |
| Annual return | 11.80% | 27.25%-15.4pp | 38.78%-27.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,466 | $1,527-4.0% | $2,568-42.9% | $2,342-37.4% |
| Participant deferral / active EE | $6,061 | $2,453+147.1% | $3,537+71.4% | $3,332+81.9% |
| Admin fee / account holder | $4,479 | $3,145+42.4% | $4,561-1.8% | $4,645-3.6% |