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 9-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 | $41,908 | $154,117-72.8% | $129,995-67.8% | $139,434-69.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 9.21% | 32.48%-23.3pp | -137.18%+146.4pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,522 | $5,289-71.2% | $4,320-64.8% | $4,751-68.0% |
| Participant deferral / active EE | $6,352 | $6,710-5.3% | $5,820+9.1% | $6,710-5.3% |
| Admin fee / account holder | $20,317 | $14,007+45.1% | $10,614+91.4% | $11,403+78.2% |