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 | $70,548 | $74,888-5.8% | $71,209-0.9% | $142,382-50.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 8.57% | 345.14%-336.6pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $523 | $2,854-81.7% | $2,721-80.8% | $4,299-87.8% |
| Participant deferral / active EE | $1,767 | $4,454-60.3% | $4,175-57.7% | $6,507-72.8% |
| Admin fee / account holder | $49,235 | $5,568+784.2% | $5,349+820.5% | $12,624+290.0% |