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 | $55,275 | $144,119-61.6% | $117,854-53.1% | $147,584-62.5% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 4.45% | 531.15%-526.7pp | 335.08%-330.6pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,218 | $4,896-54.7% | $3,786-41.4% | $4,876-54.5% |
| Participant deferral / active EE | $3,179 | $5,316-40.2% | $4,482-29.1% | $5,439-41.6% |
| Admin fee / account holder | $5,732 | $10,886-47.3% | $8,020-28.5% | $10,885-47.3% |