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 | $20,592 | $64,480-68.1% | $81,382-74.7% | $80,856-74.5% |
| Participation rate | 86.0% | 63.9%+22.2pp | 69.5%+16.6pp | 67.6%+18.4pp |
| Annual return | 6.92% | 16.34%-9.4pp | 24.73%-17.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,445 | $1,978-27.0% | $2,463-41.3% | $2,755-47.5% |
| Participant deferral / active EE | $1,931 | $3,094-37.6% | $3,883-50.3% | $4,296-55.0% |
| Admin fee / account holder | $4,444 | $5,671-21.6% | $5,768-23.0% | $6,918-35.8% |