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 | $49,215 | $99,985-50.8% | $146,665-66.4% | $85,850-42.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.08% | 18.93%-7.9pp | 22.74%-11.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,205 | $2,559-52.9% | $4,136-70.9% | $2,565-53.0% |
| Participant deferral / active EE | $3,360 | $4,006-16.1% | $5,506-39.0% | $3,952-15.0% |
| Admin fee / account holder | $3,351 | $7,702-56.5% | $10,280-67.4% | $6,260-46.5% |