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 | $28,349 | $93,571-69.7% | $135,903-79.1% | $75,163-62.3% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 10.70% | 30.90%-20.2pp | 68.23%-57.5pp | 160.62%-149.9pp |
| Employer contribution / active EE | $3,454 | $3,537-2.3% | $4,856-28.9% | $2,670+29.4% |
| Participant deferral / active EE | $4,879 | $6,404-23.8% | $7,758-37.1% | $4,125+18.3% |
| Admin fee / account holder | $10,502 | $6,975+50.6% | $10,762-2.4% | $5,651+85.8% |