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 | $70,989 | $114,381-37.9% | $107,525-34.0% | $142,382-50.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.05% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,351 | $4,015-41.5% | $3,754-37.4% | $4,299-45.3% |
| Participant deferral / active EE | $4,925 | $5,564-11.5% | $5,116-3.7% | $6,507-24.3% |
| Admin fee / account holder | $1,044 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |