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 | $49,904 | $114,381-56.4% | $107,525-53.6% | $142,382-65.0% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 6.66% | 242.71%-236.0pp | 181.32%-174.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $5,174 | $4,015+28.9% | $3,754+37.8% | $4,299+20.4% |
| Participant deferral / active EE | $4,553 | $5,564-18.2% | $5,116-11.0% | $6,507-30.0% |
| Admin fee / account holder | $71,715 | $9,860+627.3% | $8,919+704.1% | $12,624+468.1% |