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 | $48,973 | $86,929-43.7% | $102,423-52.2% | $80,856-39.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.07% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,511 | $2,369+6.0% | $3,023-16.9% | $2,755-8.8% |
| Participant deferral / active EE | $4,392 | $4,118+6.6% | $5,053-13.1% | $4,296+2.2% |
| Admin fee / account holder | $15,598 | $8,049+93.8% | $9,451+65.0% | $6,918+125.5% |