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 3-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 | $39,380 | $94,625-58.4% | $116,228-66.1% | $84,808-53.6% |
| Participation rate | 94.6% | 70.4%+24.1pp | 74.6%+20.0pp | 68.3%+26.3pp |
| Annual return | 11.67% | 20.40%-8.7pp | 90.06%-78.4pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,590 | $2,347+53.0% | $2,994+19.9% | $2,631+36.4% |
| Participant deferral / active EE | $6,783 | $3,972+70.8% | $4,953+37.0% | $4,212+61.1% |
| Admin fee / account holder | $3,427 | $10,091-66.0% | $11,989-71.4% | $7,344-53.3% |