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 | $60,352 | $140,940-57.2% | $112,229-46.2% | $139,434-56.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 5.89% | 32.71%-26.8pp | 30.20%-24.3pp | 372.94%-367.1pp |
| Employer contribution / active EE | $3,252 | $4,283-24.1% | $3,430-5.2% | $4,751-31.6% |
| Participant deferral / active EE | $9,870 | $5,874+68.0% | $4,798+105.7% | $6,710+47.1% |
| Admin fee / account holder | $4,840 | $9,954-51.4% | $7,748-37.5% | $11,403-57.6% |