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 | $32,130 | $74,927-57.1% | $101,794-68.4% | $84,808-62.1% |
| Participation rate | 88.1% | 61.4%+26.7pp | 69.2%+18.9pp | 68.3%+19.7pp |
| Annual return | 8.84% | 18.70%-9.9pp | 30.53%-21.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $756 | $1,522-50.3% | $2,289-67.0% | $2,631-71.3% |
| Participant deferral / active EE | $1,606 | $3,099-48.2% | $4,084-60.7% | $4,212-61.9% |
| Admin fee / account holder | $4,157 | $6,514-36.2% | $8,777-52.6% | $7,344-43.4% |