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 | $82,076 | $87,013-5.7% | $106,213-22.7% | $80,856+1.5% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.6%+24.4pp |
| Annual return | 5.83% | 17.05%-11.2pp | 116.14%-110.3pp | 35.59%-29.8pp |
| Employer contribution / active EE | $2,423 | $2,395+1.2% | $3,171-23.6% | $2,755-12.1% |
| Participant deferral / active EE | $4,231 | $3,986+6.1% | $5,016-15.6% | $4,296-1.5% |
| Admin fee / account holder | $14,193 | $8,431+68.3% | $11,033+28.6% | $6,918+105.2% |