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 | $65,828 | $175,202-62.4% | $149,673-56.0% | $139,434-52.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 9.96% | 166.71%-156.7pp | 134.42%-124.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $8,141 | $5,474+48.7% | $4,818+69.0% | $4,751+71.4% |
| Participant deferral / active EE | $7,172 | $6,519+10.0% | $5,680+26.3% | $6,710+6.9% |
| Admin fee / account holder | $11,830 | $16,150-26.8% | $13,210-10.4% | $11,403+3.7% |