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 | $56,240 | $65,365-14.0% | $92,893-39.5% | $72,985-22.9% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 11.30% | 42.10%-30.8pp | 109.41%-98.1pp | 81.00%-69.7pp |
| Employer contribution / active EE | $771 | $2,594-70.3% | $3,653-78.9% | $2,440-68.4% |
| Participant deferral / active EE | $2,575 | $3,128-17.7% | $4,236-39.2% | $3,607-28.6% |
| Admin fee / account holder | $2,135 | $4,251-49.8% | $5,794-63.1% | $5,124-58.3% |