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 | $59,481 | $95,803-37.9% | $113,168-47.4% | $84,808-29.9% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 68.3%+2.8pp |
| Annual return | 9.80% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,184 | $2,360-49.8% | $2,975-60.2% | $2,631-55.0% |
| Participant deferral / active EE | $4,309 | $4,242+1.6% | $5,107-15.6% | $4,212+2.3% |
| Admin fee / account holder | $1,415 | $8,989-84.3% | $12,068-88.3% | $7,344-80.7% |