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 | $39,296 | $39,122+0.4% | $57,179-31.3% | $62,891-37.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.35% | 9.23%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,161 | $1,874+15.3% | $2,682-19.4% | $2,281-5.2% |
| Participant deferral / active EE | $3,171 | $2,374+33.6% | $3,096+2.4% | $3,203-1.0% |
| Admin fee / account holder | $1,518 | $2,592-41.4% | $3,139-51.6% | $4,296-64.7% |