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 | $53,395 | $77,503-31.1% | $100,391-46.8% | $80,856-34.0% |
| Participation rate | 73.7% | 76.9%-3.3pp | 81.5%-7.8pp | 67.6%+6.0pp |
| Annual return | 10.58% | 37.20%-26.6pp | 49.20%-38.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,447 | $2,801-12.6% | $3,942-37.9% | $2,755-11.2% |
| Participant deferral / active EE | $4,411 | $6,820-35.3% | $8,082-45.4% | $4,296+2.7% |
| Admin fee / account holder | $8,238 | $5,897+39.7% | $7,899+4.3% | $6,918+19.1% |