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 | $65,071 | $181,894-64.2% | $156,549-58.4% | $273,961-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.55% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $10,830 | $6,248+73.3% | $5,501+96.9% | $4,869+122.4% |
| Participant deferral / active EE | $9,975 | $5,550+79.7% | $4,871+104.8% | $5,287+88.7% |
| Admin fee / account holder | $3,300 | $15,559-78.8% | $13,027-74.7% | $10,132-67.4% |