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 | $79,838 | $85,766-6.9% | $136,294-41.4% | $70,131+13.8% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 13.16% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $867 | $2,966-70.8% | $4,695-81.5% | $2,342-63.0% |
| Participant deferral / active EE | $7,221 | $5,051+43.0% | $6,247+15.6% | $3,332+116.7% |
| Admin fee / account holder | $2,768 | $5,420-48.9% | $9,243-70.1% | $4,645-40.4% |