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 6-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 | $43,090 | $175,202-75.4% | $149,673-71.2% | $139,434-69.1% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 9.86% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,044 | $5,474-62.7% | $4,818-57.6% | $4,751-57.0% |
| Participant deferral / active EE | $4,429 | $6,519-32.1% | $5,680-22.0% | $6,710-34.0% |
| Admin fee / account holder | $25,544 | $16,150+58.2% | $13,210+93.4% | $11,403+124.0% |