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 | $77,533 | $78,422-1.1% | $95,952-19.2% | $79,858-2.9% |
| Participation rate | 90.1% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.5pp |
| Annual return | 3.30% | 19.37%-16.1pp | 91.61%-88.3pp | 31.71%-28.4pp |
| Employer contribution / active EE | $661 | $1,945-66.0% | $2,541-74.0% | $2,471-73.3% |
| Participant deferral / active EE | $2,376 | $3,440-30.9% | $4,167-43.0% | $3,740-36.5% |
| Admin fee / account holder | $5,122 | $5,622-8.9% | $6,795-24.6% | $5,306-3.5% |