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 | $43,738 | $153,772-71.6% | $133,980-67.4% | $273,961-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.20% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $22,018 | $6,029+265.2% | $5,211+322.5% | $4,869+352.2% |
| Participant deferral / active EE | $9,587 | $6,958+37.8% | $6,282+52.6% | $5,287+81.3% |
| Admin fee / account holder | $4,428 | $11,765-62.4% | $9,324-52.5% | $10,132-56.3% |