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 | $72,187 | $89,753-19.6% | $107,525-32.9% | $84,808-14.9% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 12.02% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,797 | $3,113-10.2% | $3,754-25.5% | $2,631+6.3% |
| Participant deferral / active EE | $4,159 | $4,056+2.5% | $5,116-18.7% | $4,212-1.2% |
| Admin fee / account holder | $2,946 | $7,222-59.2% | $8,919-67.0% | $7,344-59.9% |