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 | $98,514 | $99,341-0.8% | $84,750+16.2% | $273,961-64.0% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | -1.88% | 22.93%-24.8pp | 22.78%-24.7pp | 41.45%-43.3pp |
| Employer contribution / active EE | $12,397 | $4,214+194.2% | $3,574+246.8% | $4,869+154.6% |
| Participant deferral / active EE | $1,560 | $4,269-63.5% | $3,712-58.0% | $5,287-70.5% |
| Admin fee / account holder | $3,485 | $6,644-47.5% | $5,332-34.6% | $10,132-65.6% |