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 | $55,294 | $217,402-74.6% | $185,823-70.2% | $167,490-67.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.52% | 148.36%-143.8pp | 122.05%-117.5pp | 478.56%-474.0pp |
| Employer contribution / active EE | $5,965 | $5,873+1.6% | $5,167+15.4% | $4,837+23.3% |
| Participant deferral / active EE | $5,958 | $6,356-6.3% | $5,568+7.0% | $6,341-6.0% |
| Admin fee / account holder | $2,033 | $19,811-89.7% | $16,237-87.5% | $12,309-83.5% |