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 | $59,529 | $95,803-37.9% | $113,168-47.4% | $84,808-29.8% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 12.23% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,228 | $2,360-5.6% | $2,975-25.1% | $2,631-15.3% |
| Participant deferral / active EE | $5,108 | $4,242+20.4% | $5,1070% | $4,212+21.3% |
| Admin fee / account holder | $11,665 | $8,989+29.8% | $12,068-3.3% | $7,344+58.8% |