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 | $123,772 | $179,726-31.1% | $156,263-20.8% | $142,382-13.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.98% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,428 | $5,069-32.4% | $4,333-20.9% | $4,299-20.3% |
| Participant deferral / active EE | $6,535 | $6,956-6.0% | $6,158+6.1% | $6,507+0.4% |
| Admin fee / account holder | $34,253 | $17,272+98.3% | $14,255+140.3% | $12,624+171.3% |