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 | $75,567 | $54,541+38.5% | $78,778-4.1% | $70,131+7.8% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.2%+20.8pp | 69.5%+20.5pp |
| Annual return | 3.27% | 21.07%-17.8pp | 35.62%-32.4pp | 73.14%-69.9pp |
| Employer contribution / active EE | $3,126 | $1,089+187.2% | $1,986+57.4% | $2,342+33.4% |
| Participant deferral / active EE | $4,028 | $2,210+82.2% | $2,958+36.2% | $3,332+20.9% |
| Admin fee / account holder | $760 | $3,709-79.5% | $5,134-85.2% | $4,645-83.6% |