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 | $54,379 | $115,770-53.0% | $101,248-46.3% | $158,922-65.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 4.08% | 56.14%-52.1pp | 46.47%-42.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $8,602 | $4,175+106.1% | $3,660+135.1% | $4,761+80.7% |
| Participant deferral / active EE | $6,049 | $4,957+22.0% | $4,370+38.4% | $5,982+1.1% |
| Admin fee / account holder | $8,867 | $7,245+22.4% | $5,945+49.1% | $11,246-21.1% |