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 | $93,428 | $185,822-49.7% | $169,993-45.0% | $139,434-33.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 2.51% | 60.50%-58.0pp | 53.37%-50.9pp | 372.94%-370.4pp |
| Employer contribution / active EE | $3,723 | $7,590-51.0% | $6,785-45.1% | $4,751-21.6% |
| Participant deferral / active EE | $5,382 | $11,622-53.7% | $10,408-48.3% | $6,710-19.8% |
| Admin fee / account holder | $208,290 | $15,381+1254.2% | $12,815+1525.3% | $11,403+1726.7% |