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 | $96,587 | $111,754-13.6% | $103,333-6.5% | $145,922-33.8% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 8.41% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,719 | $4,212-35.5% | $3,868-29.7% | $4,660-41.7% |
| Participant deferral / active EE | $4,604 | $5,619-18.1% | $5,057-9.0% | $6,688-31.2% |
| Admin fee / account holder | $653 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |