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 | $83,601 | $109,413-23.6% | $156,263-46.5% | $84,808-1.4% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 12.19% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,955 | $2,907+1.6% | $4,333-31.8% | $2,631+12.3% |
| Participant deferral / active EE | $2,081 | $4,590-54.6% | $6,158-66.2% | $4,212-50.6% |
| Admin fee / account holder | $7,920 | $9,357-15.4% | $14,255-44.4% | $7,344+7.8% |