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 | $59,334 | $98,240-39.6% | $82,313-27.9% | $147,584-59.8% |
| Participation rate | 70.6% | 79.7%-9.1pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 4.78% | 30.85%-26.1pp | 25.88%-21.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,648 | $3,192-48.4% | $2,428-32.1% | $4,876-66.2% |
| Participant deferral / active EE | $3,519 | $4,383-19.7% | $3,706-5.1% | $5,439-35.3% |
| Admin fee / account holder | $1,640 | $8,563-80.8% | $5,608-70.8% | $10,885-84.9% |