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 | $83,534 | $65,365+27.8% | $92,893-10.1% | $72,985+14.5% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 3.33% | 42.10%-38.8pp | 109.41%-106.1pp | 81.00%-77.7pp |
| Employer contribution / active EE | $800 | $2,594-69.2% | $3,653-78.1% | $2,440-67.2% |
| Participant deferral / active EE | $3,659 | $3,128+17.0% | $4,236-13.6% | $3,607+1.4% |
| Admin fee / account holder | $13,988 | $4,251+229.0% | $5,794+141.4% | $5,124+173.0% |