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 | $53,907 | $68,719-21.6% | $91,541-41.1% | $84,808-36.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.67% | 19.12%-6.5pp | 20.50%-7.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,907 | $1,920+51.4% | $2,505+16.1% | $2,631+10.5% |
| Participant deferral / active EE | $5,786 | $3,136+84.5% | $4,008+44.4% | $4,212+37.4% |
| Admin fee / account holder | $1,229 | $5,786-78.8% | $6,956-82.3% | $7,344-83.3% |