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 | $39,492 | $78,672-49.8% | $109,143-63.8% | $85,850-54.0% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 10.35% | 25.09%-14.7pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,213 | $2,735-19.1% | $3,722-40.5% | $2,565-13.7% |
| Participant deferral / active EE | $4,044 | $3,467+16.6% | $4,653-13.1% | $3,952+2.3% |
| Admin fee / account holder | $4,113 | $5,469-24.8% | $6,752-39.1% | $6,260-34.3% |