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 | $30,350 | $81,248-62.6% | $155,509-80.5% | $80,856-62.5% |
| Participation rate | 76.3% | 66.2%+10.1pp | 78.2%-1.9pp | 67.6%+8.7pp |
| Annual return | 6.37% | 33.31%-26.9pp | 64.67%-58.3pp | 35.59%-29.2pp |
| Employer contribution / active EE | $1,545 | $3,100-50.2% | $4,672-66.9% | $2,755-43.9% |
| Participant deferral / active EE | $2,503 | $3,452-27.5% | $5,626-55.5% | $4,296-41.7% |
| Admin fee / account holder | $3,851 | $7,997-51.8% | $15,912-75.8% | $6,918-44.3% |