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 | $40,333 | $72,012-44.0% | $185,823-78.3% | $79,858-49.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 1.40% | 23.12%-21.7pp | 35.95%-34.5pp | 31.71%-30.3pp |
| Employer contribution / active EE | $2,741 | $1,965+39.5% | $4,087-32.9% | $2,471+11.0% |
| Participant deferral / active EE | $3,502 | $3,779-7.3% | $5,632-37.8% | $3,740-6.4% |
| Admin fee / account holder | $4,806 | $4,513+6.5% | $9,500-49.4% | $5,306-9.4% |