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 | $90,181 | $106,584-15.4% | $101,326-11.0% | $142,382-36.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 6.90% | 36.93%-30.0pp | 36.82%-29.9pp | 217.08%-210.2pp |
| Employer contribution / active EE | $8,653 | $3,956+118.7% | $3,665+136.1% | $4,299+101.3% |
| Participant deferral / active EE | $5,648 | $8,297-31.9% | $7,994-29.3% | $6,507-13.2% |
| Admin fee / account holder | $98,301 | $11,446+758.8% | $11,185+778.9% | $12,624+678.7% |