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 | $98,664 | $81,460+21.1% | $103,333-4.5% | $80,856+22.0% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 9.08% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $7,920 | $3,105+155.1% | $3,868+104.8% | $2,755+187.5% |
| Participant deferral / active EE | $6,810 | $3,869+76.0% | $5,057+34.6% | $4,296+58.5% |
| Admin fee / account holder | $3,405 | $6,566-48.1% | $8,355-59.2% | $6,918-50.8% |