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 | $29,313 | $87,540-66.5% | $75,781-61.3% | $125,391-76.6% |
| Participation rate | 73.3% | 80.2%-6.8pp | 75.8%-2.5pp | 83.2%-9.9pp |
| Annual return | -7.67% | 13.48%-21.2pp | 9.68%-17.3pp | 282.22%-289.9pp |
| Employer contribution / active EE | $882 | $3,930-77.6% | $3,323-73.5% | $4,866-81.9% |
| Participant deferral / active EE | $1,292 | $4,229-69.5% | $3,651-64.6% | $5,352-75.9% |
| Admin fee / account holder | $11,207 | $6,502+72.4% | $5,299+111.5% | $9,540+17.5% |