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 | $101,034 | $176,812-42.9% | $146,665-31.1% | $167,490-39.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.17% | 24.03%-16.9pp | 22.74%-15.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $4,236 | $5,160-17.9% | $4,136+2.4% | $4,837-12.4% |
| Participant deferral / active EE | $6,798 | $6,440+5.6% | $5,506+23.5% | $6,341+7.2% |
| Admin fee / account holder | $1,266 | $13,259-90.5% | $10,280-87.7% | $12,309-89.7% |