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 | $82,388 | $96,635-14.7% | $86,612-4.9% | $139,434-40.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 10.16% | 106.41%-96.3pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,613 | $3,263-50.6% | $3,022-46.6% | $4,751-66.0% |
| Participant deferral / active EE | $2,953 | $4,836-38.9% | $4,438-33.5% | $6,710-56.0% |
| Admin fee / account holder | $91,507 | $6,408+1328.1% | $5,614+1529.9% | $11,403+702.5% |