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 4-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 | $22,866 | $68,547-66.6% | $120,354-81.0% | $80,856-71.7% |
| Participation rate | 94.1% | 61.6%+32.5pp | 71.9%+22.2pp | 67.6%+26.5pp |
| Annual return | 8.99% | 23.60%-14.6pp | 107.15%-98.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,126 | $2,051+3.7% | $3,463-38.6% | $2,755-22.8% |
| Participant deferral / active EE | $2,535 | $3,173-20.1% | $4,991-49.2% | $4,296-41.0% |
| Admin fee / account holder | $3,550 | $5,732-38.1% | $9,423-62.3% | $6,918-48.7% |