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 | $85,865 | $201,272-57.3% | $184,203-53.4% | $145,922-41.2% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 7.83% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,375 | $7,022-66.2% | $6,427-63.0% | $4,660-49.0% |
| Participant deferral / active EE | $4,554 | $9,806-53.6% | $9,131-50.1% | $6,688-31.9% |
| Admin fee / account holder | $12,132 | $16,364-25.9% | $13,901-12.7% | $13,397-9.4% |