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 | $77,730 | $177,572-56.2% | $154,803-49.8% | $142,382-45.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 6.47% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $8,303 | $4,810+72.6% | $4,305+92.8% | $4,299+93.1% |
| Participant deferral / active EE | $9,252 | $6,272+47.5% | $5,540+67.0% | $6,507+42.2% |
| Admin fee / account holder | $96,402 | $16,786+474.3% | $14,329+572.8% | $12,624+663.7% |