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 | $76,150 | $102,317-25.6% | $146,958-48.2% | $80,856-5.8% |
| Participation rate | 87.6% | 75.8%+11.8pp | 82.2%+5.5pp | 67.6%+20.0pp |
| Annual return | 10.47% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $982 | $3,713-73.5% | $4,933-80.1% | $2,755-64.3% |
| Participant deferral / active EE | $3,997 | $6,644-39.8% | $8,070-50.5% | $4,296-7.0% |
| Admin fee / account holder | $4,634 | $7,941-41.7% | $12,998-64.4% | $6,918-33.0% |