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 | $64,530 | $78,705-18.0% | $117,854-45.2% | $70,131-8.0% |
| Participation rate | 72.5% | 73.2%-0.7pp | 79.7%-7.2pp | 69.5%+3.0pp |
| Annual return | 11.77% | 23.30%-11.5pp | 335.08%-323.3pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,073 | $2,223-51.7% | $3,786-71.6% | $2,342-54.2% |
| Participant deferral / active EE | $3,163 | $3,297-4.1% | $4,482-29.4% | $3,332-5.1% |
| Admin fee / account holder | $2,541 | $5,065-49.8% | $8,020-68.3% | $4,645-45.3% |