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 | $122,936 | $96,557+27.3% | $80,975+51.8% | $273,961-55.1% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 1.98% | 15.14%-13.2pp | 17.10%-15.1pp | 41.45%-39.5pp |
| Employer contribution / active EE | $680 | $4,868-86.0% | $3,714-81.7% | $4,869-86.0% |
| Participant deferral / active EE | $5,007 | $6,598-24.1% | $5,696-12.1% | $5,287-5.3% |
| Admin fee / account holder | $1,010 | $7,492-86.5% | $5,516-81.7% | $10,132-90.0% |