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 | $42,123 | $54,705-23.0% | $71,209-40.8% | $84,808-50.3% |
| Participation rate | 72.4% | 64.1%+8.3pp | 73.8%-1.3pp | 68.3%+4.1pp |
| Annual return | 11.06% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,616 | $2,158+21.2% | $2,721-3.9% | $2,631-0.6% |
| Participant deferral / active EE | $5,926 | $3,030+95.5% | $4,175+41.9% | $4,212+40.7% |
| Admin fee / account holder | $11,492 | $4,863+136.3% | $5,349+114.9% | $7,344+56.5% |