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 | $70,554 | $165,335-57.3% | $149,696-52.9% | $158,922-55.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.74% | 348.15%-340.4pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,602 | $5,103-68.6% | $4,644-65.5% | $4,761-66.4% |
| Participant deferral / active EE | $13,600 | $7,181+89.4% | $6,842+98.8% | $5,982+127.3% |
| Admin fee / account holder | $112,322 | $10,807+939.4% | $9,309+1106.6% | $11,246+898.8% |