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 | $67,065 | $89,753-25.3% | $107,525-37.6% | $84,808-20.9% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 11.60% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,337 | $3,113-24.9% | $3,754-37.7% | $2,631-11.2% |
| Participant deferral / active EE | $3,492 | $4,056-13.9% | $5,116-31.7% | $4,212-17.1% |
| Admin fee / account holder | $21,058 | $7,222+191.6% | $8,919+136.1% | $7,344+186.7% |