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 | $38,896 | $64,432-39.6% | - | $139,434-72.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 11.91% | 4.96%+7.0pp | - | 372.94%-361.0pp |
| Employer contribution / active EE | $4,198 | $6,830-38.5% | - | $4,751-11.6% |
| Participant deferral / active EE | $5,215 | $2,937+77.6% | - | $6,710-22.3% |
| Admin fee / account holder | $365 | $3,919-90.7% | - | $11,403-96.8% |