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 | $36,432 | $116,175-68.6% | $93,606-61.1% | $152,861-76.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 2.49% | 35.96%-33.5pp | 32.76%-30.3pp | 345.32%-342.8pp |
| Employer contribution / active EE | $1,675 | $3,218-48.0% | $2,718-38.4% | $4,762-64.8% |
| Participant deferral / active EE | $2,274 | $4,603-50.6% | $4,069-44.1% | $5,850-61.1% |
| Admin fee / account holder | $3,045 | $10,748-71.7% | $7,888-61.4% | $11,596-73.7% |