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 | $108,444 | $157,256-31.0% | $141,162-23.2% | $152,861-29.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 5.63% | 64.32%-58.7pp | 71.39%-65.8pp | 345.32%-339.7pp |
| Employer contribution / active EE | $3,847 | $5,261-26.9% | $4,735-18.7% | $4,762-19.2% |
| Participant deferral / active EE | $6,884 | $7,109-3.2% | $6,709+2.6% | $5,850+17.7% |
| Admin fee / account holder | $42,862 | $12,120+253.6% | $10,261+317.7% | $11,596+269.6% |