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 | $54,634 | $91,538-40.3% | $129,995-58.0% | $75,163-27.3% |
| Participation rate | 81.3% | 71.4%+9.8pp | 78.5%+2.8pp | 67.2%+14.1pp |
| Annual return | 10.71% | -631.11%+641.8pp | -137.18%+147.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $811 | $2,845-71.5% | $4,320-81.2% | $2,670-69.6% |
| Participant deferral / active EE | $4,045 | $4,341-6.8% | $5,820-30.5% | $4,125-1.9% |
| Admin fee / account holder | $2,987 | $6,790-56.0% | $10,614-71.9% | $5,651-47.1% |