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 | $50,510 | $91,190-44.6% | $178,490-71.7% | $79,858-36.7% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 6.02% | 24.19%-18.2pp | 151.07%-145.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $1,204 | $3,256-63.0% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $3,237 | $3,2360% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $808 | $6,751-88.0% | $13,984-94.2% | $5,306-84.8% |