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 | $71,435 | $65,409+9.2% | $98,442-27.4% | $85,850-16.8% |
| Participation rate | 74.1% | 65.0%+9.1pp | 73.3%+0.7pp | 69.3%+4.8pp |
| Annual return | 11.33% | 21.76%-10.4pp | 1492.73%-1481.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $706 | $2,168-67.5% | $2,960-76.2% | $2,565-72.5% |
| Participant deferral / active EE | $4,608 | $3,166+45.5% | $4,276+7.8% | $3,952+16.6% |
| Admin fee / account holder | $5,202 | $4,593+13.3% | $5,949-12.6% | $6,260-16.9% |