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 | $55,138 | $78,926-30.1% | $136,749-59.7% | $84,808-35.0% |
| Participation rate | 78.0% | 62.2%+15.9pp | 72.1%+5.9pp | 68.3%+9.7pp |
| Annual return | 11.15% | 18.17%-7.0pp | 24.33%-13.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,742 | $2,134+122.2% | $3,400+39.5% | $2,631+80.2% |
| Participant deferral / active EE | $5,923 | $3,168+86.9% | $4,692+26.2% | $4,212+40.6% |
| Admin fee / account holder | $13,051 | $6,369+104.9% | $11,386+14.6% | $7,344+77.7% |