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 | $70,249 | $60,892+15.4% | $82,389-14.7% | $84,808-17.2% |
| Participation rate | 75.0% | 63.3%+11.7pp | 69.5%+5.5pp | 68.3%+6.7pp |
| Annual return | 10.20% | 37.29%-27.1pp | 28.67%-18.5pp | 40.90%-30.7pp |
| Employer contribution / active EE | $647 | $1,779-63.7% | $2,517-74.3% | $2,631-75.4% |
| Participant deferral / active EE | $5,490 | $3,179+72.7% | $4,155+32.2% | $4,212+30.4% |
| Admin fee / account holder | $4,303 | $5,467-21.3% | $7,231-40.5% | $7,344-41.4% |