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 | $162,326 | $157,256+3.2% | $141,162+15.0% | $152,861+6.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 11.91% | 64.32%-52.4pp | 71.39%-59.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $3,612 | $5,261-31.3% | $4,735-23.7% | $4,762-24.2% |
| Participant deferral / active EE | $8,622 | $7,109+21.3% | $6,709+28.5% | $5,850+47.4% |
| Admin fee / account holder | $1,286 | $12,120-89.4% | $10,261-87.5% | $11,596-88.9% |