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 | $137,883 | $183,519-24.9% | $155,509-11.3% | $145,922-5.5% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 7.75% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $5,223 | $5,313-1.7% | $4,672+11.8% | $4,660+12.1% |
| Participant deferral / active EE | $8,012 | $6,462+24.0% | $5,626+42.4% | $6,688+19.8% |
| Admin fee / account holder | $1,998 | $19,313-89.7% | $15,912-87.4% | $13,397-85.1% |