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 | $47,456 | $72,400-34.5% | $67,502-29.7% | $145,922-67.5% |
| Participation rate | 78.9% | 76.9%+2.1pp | 72.9%+6.1pp | 80.3%-1.3pp |
| Annual return | 9.09% | 7182.46%-7173.4pp | 3512.12%-3503.0pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,101 | $3,069+1.0% | $2,731+13.6% | $4,660-33.4% |
| Participant deferral / active EE | $3,325 | $4,783-30.5% | $4,000-16.9% | $6,688-50.3% |
| Admin fee / account holder | $1,522 | $5,539-72.5% | $3,998-61.9% | $13,397-88.6% |