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 | $22,278 | $58,512-61.9% | $84,015-73.5% | $72,985-69.5% |
| Participation rate | 85.0% | 61.2%+23.8pp | 69.0%+16.0pp | 69.5%+15.5pp |
| Annual return | 15.22% | 28.93%-13.7pp | 71.31%-56.1pp | 81.00%-65.8pp |
| Employer contribution / active EE | $855 | $1,163-26.5% | $1,983-56.9% | $2,440-64.9% |
| Participant deferral / active EE | $1,297 | $2,394-45.8% | $3,239-59.9% | $3,607-64.0% |
| Admin fee / account holder | $652 | $4,569-85.7% | $6,101-89.3% | $5,124-87.3% |