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 | $31,907 | $68,547-53.5% | $120,354-73.5% | $80,856-60.5% |
| Participation rate | 76.1% | 61.6%+14.5pp | 71.9%+4.2pp | 67.6%+8.4pp |
| Annual return | 9.21% | 23.60%-14.4pp | 107.15%-97.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,210 | $2,051-41.0% | $3,463-65.1% | $2,755-56.1% |
| Participant deferral / active EE | $1,674 | $3,173-47.3% | $4,991-66.5% | $4,296-61.0% |
| Admin fee / account holder | $8,633 | $5,732+50.6% | $9,423-8.4% | $6,918+24.8% |