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 | $100,392 | $209,832-52.2% | $189,513-47.0% | $167,490-40.1% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 7.83% | 748.27%-740.4pp | 555.15%-547.3pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,847 | $6,914-73.3% | $6,162-70.0% | $4,837-61.8% |
| Participant deferral / active EE | $4,797 | $8,935-46.3% | $8,221-41.6% | $6,341-24.3% |
| Admin fee / account holder | $526 | $14,293-96.3% | $12,045-95.6% | $12,309-95.7% |