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 | $44,370 | $93,571-52.6% | $135,903-67.4% | $75,163-41.0% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 11.24% | 30.90%-19.7pp | 68.23%-57.0pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,243 | $3,537-8.3% | $4,856-33.2% | $2,670+21.5% |
| Participant deferral / active EE | $5,343 | $6,404-16.6% | $7,758-31.1% | $4,125+29.5% |
| Admin fee / account holder | $319 | $6,975-95.4% | $10,762-97.0% | $5,651-94.4% |