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 | $75,211 | $179,726-58.2% | $156,263-51.9% | $142,382-47.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 1.04% | 77.86%-76.8pp | 59.47%-58.4pp | 217.08%-216.0pp |
| Employer contribution / active EE | $2,422 | $5,069-52.2% | $4,333-44.1% | $4,299-43.7% |
| Participant deferral / active EE | $3,799 | $6,956-45.4% | $6,158-38.3% | $6,507-41.6% |
| Admin fee / account holder | $140,795 | $17,272+715.2% | $14,255+887.7% | $12,624+1015.3% |