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 | $44,782 | $81,460-45.0% | $103,333-56.7% | $80,856-44.6% |
| Participation rate | 71.1% | 66.8%+4.2pp | 74.5%-3.5pp | 67.6%+3.4pp |
| Annual return | 9.03% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,910 | $3,105-38.5% | $3,868-50.6% | $2,755-30.7% |
| Participant deferral / active EE | $3,426 | $3,869-11.4% | $5,057-32.3% | $4,296-20.2% |
| Admin fee / account holder | $1,103 | $6,566-83.2% | $8,355-86.8% | $6,918-84.1% |