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 | $131,143 | $137,414-4.6% | $189,513-30.8% | $85,850+52.8% |
| Participation rate | 88.6% | 84.6%+4.0pp | 87.8%+0.8pp | 69.3%+19.3pp |
| Annual return | 11.17% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $4,940 | $4,344+13.7% | $6,162-19.8% | $2,565+92.6% |
| Participant deferral / active EE | $7,410 | $6,260+18.4% | $8,221-9.9% | $3,952+87.5% |
| Admin fee / account holder | $2,448 | $8,630-71.6% | $12,045-79.7% | $6,260-60.9% |