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 | $172,451 | $157,256+9.7% | $141,162+22.2% | $152,861+12.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 3.50% | 64.32%-60.8pp | 71.39%-67.9pp | 345.32%-341.8pp |
| Employer contribution / active EE | $2,909 | $5,261-44.7% | $4,735-38.6% | $4,762-38.9% |
| Participant deferral / active EE | $10,541 | $7,109+48.3% | $6,709+57.1% | $5,850+80.2% |
| Admin fee / account holder | $12,568 | $12,120+3.7% | $10,261+22.5% | $11,596+8.4% |