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 | $102,104 | $80,717+26.5% | $154,803-34.0% | $84,808+20.4% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 10.38% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,976 | $2,761-28.4% | $4,305-54.1% | $2,631-24.9% |
| Participant deferral / active EE | $3,731 | $3,303+13.0% | $5,540-32.7% | $4,212-11.4% |
| Admin fee / account holder | $3,232 | $6,746-52.1% | $14,329-77.4% | $7,344-56.0% |