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 | $88,650 | $60,892+45.6% | $82,389+7.6% | $84,808+4.5% |
| Participation rate | 96.0% | 63.3%+32.7pp | 69.5%+26.5pp | 68.3%+27.7pp |
| Annual return | 9.68% | 37.29%-27.6pp | 28.67%-19.0pp | 40.90%-31.2pp |
| Employer contribution / active EE | $4,667 | $1,779+162.3% | $2,517+85.4% | $2,631+77.4% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $20,500 | $5,467+275.0% | $7,231+183.5% | $7,344+179.1% |