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 | $30,202 | $135,952-77.8% | $123,892-75.6% | $273,961-89.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.05% | 56.63%-53.6pp | 47.52%-44.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,344 | $5,170-54.7% | $4,617-49.2% | $4,869-51.9% |
| Participant deferral / active EE | $4,181 | $6,343-34.1% | $5,984-30.1% | $5,287-20.9% |
| Admin fee / account holder | $7,426 | $9,817-24.4% | $8,357-11.1% | $10,132-26.7% |