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 | $71,501 | $114,237-37.4% | $119,258-40.0% | $167,490-57.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.19% | 29.87%-20.7pp | 30.69%-21.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $5,882 | $4,481+31.3% | $4,384+34.2% | $4,837+21.6% |
| Participant deferral / active EE | $7,466 | $6,084+22.7% | $6,111+22.2% | $6,341+17.7% |
| Admin fee / account holder | $355 | $8,932-96.0% | $7,226-95.1% | $12,309-97.1% |