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 | $159,192 | $214,378-25.7% | $200,582-20.6% | $142,382+11.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.94% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,629 | $6,841-46.9% | $6,419-43.5% | $4,299-15.6% |
| Participant deferral / active EE | $6,621 | $9,865-32.9% | $9,331-29.0% | $6,507+1.7% |
| Admin fee / account holder | $2,364 | $17,692-86.6% | $16,305-85.5% | $12,624-81.3% |