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 | $91,037 | $154,117-40.9% | $129,995-30.0% | $139,434-34.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 6.57% | 32.48%-25.9pp | -137.18%+143.7pp | 372.94%-366.4pp |
| Employer contribution / active EE | $1,656 | $5,289-68.7% | $4,320-61.7% | $4,751-65.1% |
| Participant deferral / active EE | $2,612 | $6,710-61.1% | $5,820-55.1% | $6,710-61.1% |
| Admin fee / account holder | $7,520 | $14,007-46.3% | $10,614-29.2% | $11,403-34.0% |