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 | $38,907 | $102,317-62.0% | $146,958-73.5% | $80,856-51.9% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 10.39% | 134.76%-124.4pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,521 | $3,713-5.2% | $4,933-28.6% | $2,755+27.8% |
| Participant deferral / active EE | $3,622 | $6,644-45.5% | $8,070-55.1% | $4,296-15.7% |
| Admin fee / account holder | $4,268 | $7,941-46.3% | $12,998-67.2% | $6,918-38.3% |