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 | $59,599 | $90,503-34.1% | $78,689-24.3% | $273,961-78.2% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | -2.53% | 75.60%-78.1pp | 62.18%-64.7pp | 41.45%-44.0pp |
| Employer contribution / active EE | $4,984 | $3,176+57.0% | $2,851+74.9% | $4,869+2.4% |
| Participant deferral / active EE | $5,278 | $3,901+35.3% | $3,517+50.1% | $5,287-0.2% |
| Admin fee / account holder | $11,076 | $5,263+110.4% | $4,510+145.6% | $10,132+9.3% |