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 | $138,086 | $201,272-31.4% | $184,203-25.0% | $145,922-5.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 9.33% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,860 | $7,022-59.3% | $6,427-55.5% | $4,660-38.6% |
| Participant deferral / active EE | $4,070 | $9,806-58.5% | $9,131-55.4% | $6,688-39.1% |
| Admin fee / account holder | $32,472 | $16,364+98.4% | $13,901+133.6% | $13,397+142.4% |