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 | $49,965 | $74,927-33.3% | $101,794-50.9% | $84,808-41.1% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.2%+6.7pp | 68.3%+7.6pp |
| Annual return | 8.46% | 18.70%-10.2pp | 30.53%-22.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,334 | $3,099-24.7% | $4,084-42.8% | $4,212-44.6% |
| Admin fee / account holder | $3,411 | $6,514-47.6% | $8,777-61.1% | $7,344-53.6% |