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 | $47,520 | $61,774-23.1% | $97,226-51.1% | $80,856-41.2% |
| Participation rate | 71.8% | 63.5%+8.3pp | 72.7%-0.9pp | 67.6%+4.2pp |
| Annual return | 9.90% | -557.90%+567.8pp | 75.13%-65.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,047 | $1,837-43.0% | $2,729-61.6% | $2,755-62.0% |
| Participant deferral / active EE | $1,906 | $3,029-37.1% | $4,264-55.3% | $4,296-55.6% |
| Admin fee / account holder | $16,070 | $5,166+211.1% | $5,654+184.3% | $6,918+132.3% |