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 | $48,338 | $104,251-53.6% | $91,001-46.9% | $147,584-67.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 3.12% | 27.06%-23.9pp | 4.60%-1.5pp | 578.55%-575.4pp |
| Employer contribution / active EE | $1,991 | $3,116-36.1% | $2,456-18.9% | $4,876-59.2% |
| Participant deferral / active EE | $1,125 | $4,195-73.2% | $3,547-68.3% | $5,439-79.3% |
| Admin fee / account holder | $2,680 | $8,948-70.0% | $5,417-50.5% | $10,885-75.4% |