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 | $35,781 | $127,065-71.8% | $113,168-68.4% | $142,382-74.9% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 2.59% | 24.03%-21.4pp | 24.27%-21.7pp | 217.08%-214.5pp |
| Employer contribution / active EE | $4,354 | $3,442+26.5% | $2,975+46.4% | $4,299+1.3% |
| Participant deferral / active EE | $9,471 | $5,716+65.7% | $5,107+85.4% | $6,507+45.5% |
| Admin fee / account holder | $319,204 | $15,736+1928.5% | $12,068+2545.1% | $12,624+2428.6% |