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 | $72,696 | $177,572-59.1% | $154,803-53.0% | $142,382-48.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 10.84% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,018 | $4,810-37.3% | $4,305-29.9% | $4,299-29.8% |
| Participant deferral / active EE | $4,050 | $6,272-35.4% | $5,540-26.9% | $6,507-37.8% |
| Admin fee / account holder | $28,273 | $16,786+68.4% | $14,329+97.3% | $12,624+124.0% |