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 | $34,993 | $80,717-56.6% | $154,803-77.4% | $84,808-58.7% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 10.95% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,313 | $2,761-52.4% | $4,305-69.5% | $2,631-50.1% |
| Participant deferral / active EE | $3,224 | $3,303-2.4% | $5,540-41.8% | $4,212-23.4% |
| Admin fee / account holder | $7,692 | $6,746+14.0% | $14,329-46.3% | $7,344+4.7% |