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 | $35,830 | $51,175-30.0% | $70,515-49.2% | $75,163-52.3% |
| Participation rate | 70.6% | 60.9%+9.7pp | 68.3%+2.2pp | 67.2%+3.4pp |
| Annual return | 7.08% | 30.02%-22.9pp | 32.77%-25.7pp | 160.62%-153.5pp |
| Employer contribution / active EE | $2,158 | $1,826+18.1% | $2,973-27.4% | $2,670-19.2% |
| Participant deferral / active EE | $2,034 | $2,849-28.6% | $4,567-55.5% | $4,125-50.7% |
| Admin fee / account holder | $471 | $4,091-88.5% | $6,412-92.7% | $5,651-91.7% |