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 | $153,433 | $165,335-7.2% | $149,696+2.5% | $158,922-3.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.54% | 348.15%-347.6pp | 276.60%-276.1pp | 302.83%-302.3pp |
| Employer contribution / active EE | $7,000 | $5,103+37.2% | $4,644+50.7% | $4,761+47.0% |
| Participant deferral / active EE | $8,111 | $7,181+12.9% | $6,842+18.5% | $5,982+35.6% |
| Admin fee / account holder | $1,903 | $10,807-82.4% | $9,309-79.6% | $11,246-83.1% |