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 | $35,446 | $69,207-48.8% | $64,056-44.7% | $139,434-74.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.86% | 45.88%-38.0pp | 33.69%-25.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $3,073 | $3,182-3.4% | $2,747+11.9% | $4,751-35.3% |
| Participant deferral / active EE | $2,644 | $4,682-43.5% | $3,880-31.8% | $6,710-60.6% |
| Admin fee / account holder | $14,088 | $4,244+231.9% | $3,068+359.2% | $11,403+23.5% |