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 | $16,900 | $52,279-67.7% | $89,391-81.1% | $79,858-78.8% |
| Participation rate | 77.8% | 57.5%+20.2pp | 68.0%+9.8pp | 69.6%+8.1pp |
| Annual return | 11.32% | 22.16%-10.8pp | 245.62%-234.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $290 | $1,572-81.5% | $2,586-88.8% | $2,471-88.2% |
| Participant deferral / active EE | $2,912 | $2,740+6.3% | $3,890-25.1% | $3,740-22.1% |
| Admin fee / account holder | $5,037 | $3,356+50.1% | $4,881+3.2% | $5,306-5.1% |