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 | $44,047 | $209,411-79.0% | $178,490-75.3% | $158,922-72.3% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 3.70% | 188.75%-185.0pp | 151.07%-147.4pp | 302.83%-299.1pp |
| Employer contribution / active EE | $6,386 | $5,706+11.9% | $5,011+27.4% | $4,761+34.1% |
| Participant deferral / active EE | $6,066 | $5,954+1.9% | $5,202+16.6% | $5,982+1.4% |
| Admin fee / account holder | $42,034 | $17,074+146.2% | $13,984+200.6% | $11,246+273.8% |