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 | $29,323 | $80,717-63.7% | $154,803-81.1% | $84,808-65.4% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 10.96% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,302 | $2,761-52.8% | $4,305-69.7% | $2,631-50.5% |
| Participant deferral / active EE | $2,166 | $3,303-34.4% | $5,540-60.9% | $4,212-48.6% |
| Admin fee / account holder | $1,304 | $6,746-80.7% | $14,329-90.9% | $7,344-82.2% |