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 | $126,310 | $238,490-47.0% | $180,183-29.9% | $142,382-11.3% |
| Participation rate | 70.0% | 82.3%-12.3pp | 77.4%-7.4pp | 80.1%-10.1pp |
| Annual return | 7.78% | 33.56%-25.8pp | 27.86%-20.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,801 | $6,143-70.7% | $5,039-64.3% | $4,299-58.1% |
| Participant deferral / active EE | $4,298 | $7,996-46.3% | $6,822-37.0% | $6,507-34.0% |
| Admin fee / account holder | $47,171 | $28,866+63.4% | $19,975+136.1% | $12,624+273.7% |