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 | $132,424 | $95,803+38.2% | $113,168+17.0% | $84,808+56.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.89% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,364 | $2,360+84.9% | $2,975+46.7% | $2,631+65.9% |
| Participant deferral / active EE | $6,223 | $4,242+46.7% | $5,107+21.9% | $4,212+47.8% |
| Admin fee / account holder | $2,623 | $8,989-70.8% | $12,068-78.3% | $7,344-64.3% |