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 | $51,160 | $181,894-71.9% | $156,549-67.3% | $273,961-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.39% | 30.74%-29.4pp | 32.23%-30.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $4,130 | $6,248-33.9% | $5,501-24.9% | $4,869-15.2% |
| Participant deferral / active EE | $4,783 | $5,550-13.8% | $4,871-1.8% | $5,287-9.5% |
| Admin fee / account holder | $553 | $15,559-96.4% | $13,027-95.8% | $10,132-94.5% |