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 | $77,423 | $89,753-13.7% | $107,525-28.0% | $84,808-8.7% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 11.52% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,303 | $3,113+6.1% | $3,754-12.0% | $2,631+25.6% |
| Participant deferral / active EE | $6,521 | $4,056+60.8% | $5,116+27.5% | $4,212+54.8% |
| Admin fee / account holder | $4,111 | $7,222-43.1% | $8,919-53.9% | $7,344-44.0% |