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 | $58,956 | $54,705+7.8% | $71,209-17.2% | $84,808-30.5% |
| Participation rate | 83.6% | 64.1%+19.5pp | 73.8%+9.9pp | 68.3%+15.3pp |
| Annual return | 10.81% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,840 | $2,158+31.6% | $2,721+4.4% | $2,631+8.0% |
| Participant deferral / active EE | $5,700 | $3,030+88.1% | $4,175+36.5% | $4,212+35.3% |
| Admin fee / account holder | $17,138 | $4,863+252.4% | $5,349+220.4% | $7,344+133.4% |