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 | $66,304 | $70,428-5.9% | $96,562-31.3% | $85,850-22.8% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 10.22% | 18.59%-8.4pp | 37.78%-27.6pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,127 | $1,413-20.3% | $2,356-52.2% | $2,565-56.1% |
| Participant deferral / active EE | $2,828 | $2,894-2.3% | $3,849-26.5% | $3,952-28.4% |
| Admin fee / account holder | $2,171 | $4,997-56.6% | $6,181-64.9% | $6,260-65.3% |