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 | $39,498 | $81,248-51.4% | $155,509-74.6% | $80,856-51.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.62% | 33.31%-25.7pp | 64.67%-57.0pp | 35.59%-28.0pp |
| Employer contribution / active EE | $3,351 | $3,100+8.1% | $4,672-28.3% | $2,755+21.6% |
| Participant deferral / active EE | $6,638 | $3,452+92.3% | $5,626+18.0% | $4,296+54.5% |
| Admin fee / account holder | $2,337 | $7,997-70.8% | $15,912-85.3% | $6,918-66.2% |