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 | $44,663 | $118,450-62.3% | $98,439-54.6% | $139,434-68.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 4.78% | 18.94%-14.2pp | 21.16%-16.4pp | 372.94%-368.2pp |
| Employer contribution / active EE | $4,284 | $3,609+18.7% | $3,048+40.5% | $4,751-9.8% |
| Participant deferral / active EE | $3,917 | $5,392-27.3% | $4,738-17.3% | $6,710-41.6% |
| Admin fee / account holder | $3,330 | $14,026-76.3% | $8,948-62.8% | $11,403-70.8% |