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 | $69,105 | $179,726-61.5% | $156,263-55.8% | $142,382-51.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 3.96% | 77.86%-73.9pp | 59.47%-55.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,485 | $5,069-51.0% | $4,333-42.7% | $4,299-42.2% |
| Participant deferral / active EE | $4,270 | $6,956-38.6% | $6,158-30.7% | $6,507-34.4% |
| Admin fee / account holder | $890 | $17,272-94.8% | $14,255-93.8% | $12,624-93.0% |