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 | $47,321 | $114,381-58.6% | $107,525-56.0% | $142,382-66.8% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 8.37% | 242.71%-234.3pp | 181.32%-172.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,031 | $4,015-24.5% | $3,754-19.2% | $4,299-29.5% |
| Participant deferral / active EE | $5,417 | $5,564-2.6% | $5,116+5.9% | $6,507-16.7% |
| Admin fee / account holder | $43,652 | $9,860+342.7% | $8,919+389.4% | $12,624+245.8% |