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 | $33,711 | $68,719-50.9% | $91,541-63.2% | $84,808-60.2% |
| Participation rate | 84.3% | 64.5%+19.8pp | 69.8%+14.6pp | 68.3%+16.0pp |
| Annual return | 10.67% | 19.12%-8.4pp | 20.50%-9.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,633 | $1,920-15.0% | $2,505-34.8% | $2,631-37.9% |
| Participant deferral / active EE | $3,783 | $3,136+20.6% | $4,008-5.6% | $4,212-10.2% |
| Admin fee / account holder | $14,067 | $5,786+143.1% | $6,956+102.2% | $7,344+91.5% |