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 | $46,082 | $99,341-53.6% | $84,750-45.6% | $273,961-83.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.97% | 22.93%-21.0pp | 22.78%-20.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $4,713 | $4,214+11.8% | $3,574+31.9% | $4,869-3.2% |
| Participant deferral / active EE | $2,534 | $4,269-40.7% | $3,712-31.7% | $5,287-52.1% |
| Admin fee / account holder | $511 | $6,644-92.3% | $5,332-90.4% | $10,132-95.0% |