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 | $38,756 | $117,983-67.2% | $101,794-61.9% | $142,382-72.8% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 9.56% | 36.92%-27.4pp | 30.53%-21.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $867 | $2,773-68.7% | $2,289-62.1% | $4,299-79.8% |
| Participant deferral / active EE | $3,240 | $4,714-31.3% | $4,084-20.7% | $6,507-50.2% |
| Admin fee / account holder | $446 | $10,433-95.7% | $8,777-94.9% | $12,624-96.5% |