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 | $64,912 | $185,822-65.1% | $169,993-61.8% | $139,434-53.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.77% | 60.50%-51.7pp | 53.37%-44.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,332 | $7,590-42.9% | $6,785-36.2% | $4,751-8.8% |
| Participant deferral / active EE | $4,099 | $11,622-64.7% | $10,408-60.6% | $6,710-38.9% |
| Admin fee / account holder | $7,749 | $15,381-49.6% | $12,815-39.5% | $11,403-32.0% |