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 | $103,220 | $148,978-30.7% | $200,582-48.5% | $84,808+21.7% |
| Participation rate | 81.4% | 84.2%-2.8pp | 86.9%-5.5pp | 68.3%+13.1pp |
| Annual return | 11.44% | 28.16%-16.7pp | 42.33%-30.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,417 | $4,815-49.8% | $6,419-62.3% | $2,631-8.1% |
| Participant deferral / active EE | $3,305 | $7,142-53.7% | $9,331-64.6% | $4,212-21.5% |
| Admin fee / account holder | $15,831 | $13,977+13.3% | $16,305-2.9% | $7,344+115.6% |