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 | $65,494 | $61,605+6.3% | $112,229-41.6% | $75,163-12.9% |
| Participation rate | 97.1% | 61.7%+35.4pp | 72.4%+24.6pp | 67.2%+29.9pp |
| Annual return | 7.69% | 28.47%-20.8pp | 30.20%-22.5pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,406 | $2,015-30.2% | $3,430-59.0% | $2,670-47.3% |
| Participant deferral / active EE | $3,020 | $3,108-2.8% | $4,798-37.1% | $4,125-26.8% |
| Admin fee / account holder | $1,176 | $4,862-75.8% | $7,748-84.8% | $5,651-79.2% |