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 | $50,740 | $157,256-67.7% | $141,162-64.1% | $152,861-66.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 8.24% | 64.32%-56.1pp | 71.39%-63.1pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,079 | $5,261-79.5% | $4,735-77.2% | $4,762-77.3% |
| Participant deferral / active EE | $2,698 | $7,109-62.1% | $6,709-59.8% | $5,850-53.9% |
| Admin fee / account holder | $2,474 | $12,120-79.6% | $10,261-75.9% | $11,596-78.7% |