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 | $37,890 | $65,395-42.1% | $182,532-79.2% | $72,985-48.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 16.92% | 27.68%-10.8pp | 148.54%-131.6pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,728 | $1,911+42.7% | $4,076-33.1% | $2,440+11.8% |
| Participant deferral / active EE | $4,299 | $3,563+20.7% | $5,524-22.2% | $3,607+19.2% |
| Admin fee / account holder | $3,285 | $4,245-22.6% | $8,592-61.8% | $5,124-35.9% |