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 | $51,623 | $79,944-35.4% | $98,439-47.6% | $75,163-31.3% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.2%+19.7pp | 67.2%+27.7pp |
| Annual return | 10.36% | 19.75%-9.4pp | 21.16%-10.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,843 | $2,264-18.6% | $3,048-39.5% | $2,670-31.0% |
| Participant deferral / active EE | $3,419 | $3,752-8.9% | $4,738-27.8% | $4,125-17.1% |
| Admin fee / account holder | $3,369 | $6,840-50.7% | $8,948-62.3% | $5,651-40.4% |