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 | $52,609 | $65,365-19.5% | $92,893-43.4% | $72,985-27.9% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 8.22% | 42.10%-33.9pp | 109.41%-101.2pp | 81.00%-72.8pp |
| Employer contribution / active EE | $859 | $2,594-66.9% | $3,653-76.5% | $2,440-64.8% |
| Participant deferral / active EE | $1,633 | $3,128-47.8% | $4,236-61.5% | $3,607-54.7% |
| Admin fee / account holder | $1,429 | $4,251-66.4% | $5,794-75.3% | $5,124-72.1% |