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 | $47,657 | $125,758-62.1% | $169,993-72.0% | $75,163-36.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.67% | 27.20%-15.5pp | 53.37%-41.7pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,780 | $4,615-39.8% | $6,785-59.0% | $2,670+4.1% |
| Participant deferral / active EE | $3,087 | $6,837-54.9% | $10,408-70.3% | $4,125-25.2% |
| Admin fee / account holder | $7,041 | $8,173-13.9% | $12,815-45.1% | $5,651+24.6% |