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 | $171,208 | $76,367+124.2% | $93,606+82.9% | $72,985+134.6% |
| Participation rate | 91.1% | 71.7%+19.3pp | 75.8%+15.2pp | 69.5%+21.6pp |
| Annual return | 5.98% | 25.82%-19.8pp | 32.76%-26.8pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,399 | $2,275-38.5% | $2,718-48.5% | $2,440-42.7% |
| Participant deferral / active EE | $4,931 | $3,538+39.4% | $4,069+21.2% | $3,607+36.7% |
| Admin fee / account holder | $1,379 | $6,838-79.8% | $7,888-82.5% | $5,124-73.1% |