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 | $47,188 | $89,753-47.4% | $107,525-56.1% | $84,808-44.4% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 12.43% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,406 | $3,113-22.7% | $3,754-35.9% | $2,631-8.6% |
| Participant deferral / active EE | $2,148 | $4,056-47.0% | $5,116-58.0% | $4,212-49.0% |
| Admin fee / account holder | $16,775 | $7,222+132.3% | $8,919+88.1% | $7,344+128.4% |