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 | $31,444 | $61,605-49.0% | $112,229-72.0% | $75,163-58.2% |
| Participation rate | 79.2% | 61.7%+17.5pp | 72.4%+6.7pp | 67.2%+12.0pp |
| Annual return | 9.96% | 28.47%-18.5pp | 30.20%-20.2pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,048 | $2,015-48.0% | $3,430-69.5% | $2,670-60.8% |
| Participant deferral / active EE | $1,630 | $3,108-47.5% | $4,798-66.0% | $4,125-60.5% |
| Admin fee / account holder | $1,354 | $4,862-72.2% | $7,748-82.5% | $5,651-76.0% |