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 5-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 | $59,033 | $89,753-34.2% | $107,525-45.1% | $84,808-30.4% |
| Participation rate | 86.4% | 68.1%+18.3pp | 75.1%+11.3pp | 68.3%+18.1pp |
| Annual return | 10.51% | 29.48%-19.0pp | 181.32%-170.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $13,640 | $3,113+338.1% | $3,754+263.4% | $2,631+418.4% |
| Participant deferral / active EE | $2,152 | $4,056-47.0% | $5,116-57.9% | $4,212-48.9% |
| Admin fee / account holder | $44,417 | $7,222+515.0% | $8,919+398.0% | $7,344+504.8% |