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 | $78,279 | $91,538-14.5% | $129,995-39.8% | $75,163+4.1% |
| Participation rate | 72.1% | 71.4%+0.6pp | 78.5%-6.4pp | 67.2%+4.9pp |
| Annual return | 8.63% | -631.11%+639.7pp | -137.18%+145.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $2,995 | $2,845+5.3% | $4,320-30.7% | $2,670+12.2% |
| Participant deferral / active EE | $5,520 | $4,341+27.1% | $5,820-5.2% | $4,125+33.8% |
| Admin fee / account holder | $4,470 | $6,790-34.2% | $10,614-57.9% | $5,651-20.9% |