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 | $109,116 | $85,766+27.2% | $136,294-19.9% | $70,131+55.6% |
| Participation rate | 95.5% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 12.28% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $5,178 | $2,966+74.6% | $4,695+10.3% | $2,342+121.1% |
| Participant deferral / active EE | $3,231 | $5,051-36.0% | $6,247-48.3% | $3,332-3.0% |
| Admin fee / account holder | $2,494 | $5,420-54.0% | $9,243-73.0% | $4,645-46.3% |