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 | $25,099 | $54,541-54.0% | $78,778-68.1% | $70,131-64.2% |
| Participation rate | 82.6% | 60.8%+21.8pp | 69.2%+13.4pp | 69.5%+13.1pp |
| Annual return | 11.34% | 21.07%-9.7pp | 35.62%-24.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,451 | $1,089+33.3% | $1,986-26.9% | $2,342-38.0% |
| Participant deferral / active EE | $1,109 | $2,210-49.8% | $2,958-62.5% | $3,332-66.7% |
| Admin fee / account holder | $1,320 | $3,709-64.4% | $5,134-74.3% | $4,645-71.6% |