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 | $57,656 | $72,012-19.9% | $185,823-69.0% | $79,858-27.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 7.88% | 23.12%-15.2pp | 35.95%-28.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,260 | $1,965-35.9% | $4,087-69.2% | $2,471-49.0% |
| Participant deferral / active EE | $2,439 | $3,779-35.5% | $5,632-56.7% | $3,740-34.8% |
| Admin fee / account holder | $2,168 | $4,513-52.0% | $9,500-77.2% | $5,306-59.1% |