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 | $80,176 | $85,202-5.9% | $172,739-53.6% | $72,985+9.9% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.4pp | 69.5%+18.5pp |
| Annual return | 10.80% | 27.32%-16.5pp | 802.84%-792.0pp | 81.00%-70.2pp |
| Employer contribution / active EE | $2,517 | $3,324-24.3% | $5,143-51.1% | $2,440+3.1% |
| Participant deferral / active EE | $4,622 | $3,260+41.8% | $5,198-11.1% | $3,607+28.1% |
| Admin fee / account holder | $15,158 | $5,884+157.6% | $13,954+8.6% | $5,124+195.8% |