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 | $50,341 | $85,202-40.9% | $172,739-70.9% | $72,985-31.0% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 13.93% | 27.32%-13.4pp | 802.84%-788.9pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,351 | $3,324-59.4% | $5,143-73.7% | $2,440-44.6% |
| Participant deferral / active EE | $1,277 | $3,260-60.8% | $5,198-75.4% | $3,607-64.6% |
| Admin fee / account holder | $1,191 | $5,884-79.8% | $13,954-91.5% | $5,124-76.8% |