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 | $85,873 | $72,277+18.8% | $101,248-15.2% | $79,858+7.5% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 0.66% | 22.30%-21.6pp | 46.47%-45.8pp | 31.71%-31.1pp |
| Employer contribution / active EE | $1,840 | $2,692-31.6% | $3,660-49.7% | $2,471-25.5% |
| Participant deferral / active EE | $2,430 | $3,282-26.0% | $4,370-44.4% | $3,740-35.0% |
| Admin fee / account holder | $398 | $4,400-90.9% | $5,945-93.3% | $5,306-92.5% |