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 | $23,072 | $65,365-64.7% | $92,893-75.2% | $72,985-68.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 16.25% | 42.10%-25.9pp | 109.41%-93.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,898 | $2,594-26.8% | $3,653-48.0% | $2,440-22.2% |
| Participant deferral / active EE | $1,688 | $3,128-46.0% | $4,236-60.2% | $3,607-53.2% |
| Admin fee / account holder | $1,788 | $4,251-57.9% | $5,794-69.1% | $5,124-65.1% |