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 | $134,285 | $72,277+85.8% | $101,248+32.6% | $79,858+68.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | -6.47% | 22.30%-28.8pp | 46.47%-52.9pp | 31.71%-38.2pp |
| Employer contribution / active EE | $4,784 | $2,692+77.8% | $3,660+30.7% | $2,471+93.6% |
| Participant deferral / active EE | $5,593 | $3,282+70.4% | $4,370+28.0% | $3,740+49.5% |
| Admin fee / account holder | $4,101 | $4,400-6.8% | $5,945-31.0% | $5,306-22.7% |