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 | $59,432 | $157,256-62.2% | $141,162-57.9% | $152,861-61.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 10.31% | 64.32%-54.0pp | 71.39%-61.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,147 | $5,261-59.2% | $4,735-54.7% | $4,762-54.9% |
| Participant deferral / active EE | $8,420 | $7,109+18.4% | $6,709+25.5% | $5,850+43.9% |
| Admin fee / account holder | $1,175 | $12,120-90.3% | $10,261-88.5% | $11,596-89.9% |