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 | $75,572 | $109,413-30.9% | $156,263-51.6% | $84,808-10.9% |
| Participation rate | 71.8% | 72.7%-0.9pp | 78.9%-7.1pp | 68.3%+3.5pp |
| Annual return | 10.49% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,604 | $2,907-44.8% | $4,333-63.0% | $2,631-39.0% |
| Participant deferral / active EE | $7,987 | $4,590+74.0% | $6,158+29.7% | $4,212+89.6% |
| Admin fee / account holder | $46,840 | $9,357+400.6% | $14,255+228.6% | $7,344+537.8% |