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 | $57,700 | $153,772-62.5% | $133,980-56.9% | $273,961-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.06% | 36.51%-35.5pp | 29.30%-28.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $4,698 | $6,029-22.1% | $5,211-9.9% | $4,869-3.5% |
| Participant deferral / active EE | $13,168 | $6,958+89.2% | $6,282+109.6% | $5,287+149.1% |
| Admin fee / account holder | $466 | $11,765-96.0% | $9,324-95.0% | $10,132-95.4% |