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 | $12,519 | $77,899-83.9% | $149,673-91.6% | $75,163-83.3% |
| Participation rate | 78.6% | 65.6%+13.0pp | 78.8%-0.2pp | 67.2%+11.4pp |
| Annual return | 7.00% | 31.72%-24.7pp | 134.42%-127.4pp | 160.62%-153.6pp |
| Employer contribution / active EE | $1,807 | $3,137-42.4% | $4,818-62.5% | $2,670-32.3% |
| Participant deferral / active EE | $1,380 | $3,411-59.5% | $5,680-75.7% | $4,125-66.5% |
| Admin fee / account holder | $1,227 | $5,956-79.4% | $13,210-90.7% | $5,651-78.3% |