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 | $36,824 | $53,127-30.7% | $86,590-57.5% | $70,131-47.5% |
| Participation rate | 72.5% | 65.3%+7.2pp | 73.5%-1.0pp | 69.5%+3.0pp |
| Annual return | 11.78% | 27.66%-15.9pp | 964.84%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,034 | $2,068-50.0% | $2,839-63.6% | $2,342-55.9% |
| Participant deferral / active EE | $3,523 | $2,696+30.7% | $3,609-2.4% | $3,332+5.8% |
| Admin fee / account holder | $6,390 | $3,585+78.2% | $4,906+30.2% | $4,645+37.5% |