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 | $45,960 | $114,381-59.8% | $107,525-57.3% | $142,382-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.76% | 242.71%-232.9pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,528 | $4,015-12.1% | $3,754-6.0% | $4,299-17.9% |
| Participant deferral / active EE | $3,658 | $5,564-34.3% | $5,116-28.5% | $6,507-43.8% |
| Admin fee / account holder | $6,244 | $9,860-36.7% | $8,919-30.0% | $12,624-50.5% |