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 | $129,752 | $89,355+45.2% | $141,162-8.1% | $72,985+77.8% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 5.56% | 111.85%-106.3pp | 71.39%-65.8pp | 81.00%-75.4pp |
| Employer contribution / active EE | $3,219 | $3,114+3.4% | $4,735-32.0% | $2,440+31.9% |
| Participant deferral / active EE | $5,864 | $5,418+8.2% | $6,709-12.6% | $3,607+62.5% |
| Admin fee / account holder | $3,853 | $5,958-35.3% | $10,261-62.4% | $5,124-24.8% |