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 | $70,055 | $159,602-56.1% | $150,045-53.3% | $142,382-50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.23% | 70.24%-64.0pp | 62.55%-56.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,072 | $4,961-58.2% | $4,693-55.9% | $4,299-51.8% |
| Participant deferral / active EE | $3,663 | $8,310-55.9% | $7,997-54.2% | $6,507-43.7% |
| Admin fee / account holder | $855 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |