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 | $62,460 | $111,754-44.1% | $103,333-39.6% | $145,922-57.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 8.25% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,983 | $4,212-52.9% | $3,868-48.7% | $4,660-57.4% |
| Participant deferral / active EE | $6,397 | $5,619+13.9% | $5,057+26.5% | $6,688-4.3% |
| Admin fee / account holder | $2,567 | $9,750-73.7% | $8,355-69.3% | $13,397-80.8% |