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 | $59,179 | $63,346-6.6% | $92,233-35.8% | $70,131-15.6% |
| Participation rate | 95.3% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.8pp |
| Annual return | 10.76% | 530.12%-519.4pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,674 | $2,471+48.7% | $3,679-0.1% | $2,342+56.9% |
| Participant deferral / active EE | $1,967 | $2,854-31.1% | $3,897-49.5% | $3,332-41.0% |
| Admin fee / account holder | $1,016 | $3,840-73.6% | $5,194-80.4% | $4,645-78.1% |