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 | $92,592 | $210,408-56.0% | $153,485-39.7% | $145,922-36.5% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.29% | 13.37%-5.1pp | 15.65%-7.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $9,502 | $6,048+57.1% | $5,039+88.6% | $4,660+103.9% |
| Participant deferral / active EE | $5,872 | $7,975-26.4% | $6,757-13.1% | $6,688-12.2% |
| Admin fee / account holder | $4,420 | $19,419-77.2% | $12,724-65.3% | $13,397-67.0% |