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 | $70,053 | $72,277-3.1% | $101,248-30.8% | $79,858-12.3% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 1.53% | 22.30%-20.8pp | 46.47%-44.9pp | 31.71%-30.2pp |
| Employer contribution / active EE | $11,300 | $2,692+319.8% | $3,660+208.8% | $2,471+357.3% |
| Participant deferral / active EE | $1,906 | $3,282-41.9% | $4,370-56.4% | $3,740-49.0% |
| Admin fee / account holder | $25,942 | $4,400+489.5% | $5,945+336.3% | $5,306+388.9% |