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 | $21,166 | $51,175-58.6% | $70,515-70.0% | $75,163-71.8% |
| Participation rate | 72.2% | 60.9%+11.3pp | 68.3%+3.9pp | 67.2%+5.0pp |
| Annual return | 10.48% | 30.02%-19.5pp | 32.77%-22.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $598 | $1,826-67.3% | $2,973-79.9% | $2,670-77.6% |
| Participant deferral / active EE | $1,791 | $2,849-37.1% | $4,567-60.8% | $4,125-56.6% |
| Admin fee / account holder | $2,513 | $4,091-38.6% | $6,412-60.8% | $5,651-55.5% |