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 | $66,871 | $88,751-24.7% | $81,812-18.3% | $145,922-54.2% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 4.70% | 1025.40%-1020.7pp | 773.79%-769.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $613 | $3,083-80.1% | $2,912-79.0% | $4,660-86.9% |
| Participant deferral / active EE | $4,403 | $4,643-5.2% | $4,319+2.0% | $6,688-34.2% |
| Admin fee / account holder | $3,102 | $8,415-63.1% | $7,386-58.0% | $13,397-76.8% |