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 | $38,374 | $86,929-55.9% | $102,423-62.5% | $80,856-52.5% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 9.42% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,042 | $2,369-13.8% | $3,023-32.4% | $2,755-25.9% |
| Participant deferral / active EE | $3,345 | $4,118-18.8% | $5,053-33.8% | $4,296-22.1% |
| Admin fee / account holder | $14,730 | $8,049+83.0% | $9,451+55.9% | $6,918+112.9% |