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 | $51,005 | $67,606-24.6% | $82,313-38.0% | $70,131-27.3% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 6.81% | 21.57%-14.8pp | 25.88%-19.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $1,225 | $1,755-30.2% | $2,428-49.5% | $2,342-47.7% |
| Participant deferral / active EE | $1,734 | $2,987-41.9% | $3,706-53.2% | $3,332-47.9% |
| Admin fee / account holder | $1,174 | $4,512-74.0% | $5,608-79.1% | $4,645-74.7% |