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 | $59,887 | $88,751-32.5% | $81,812-26.8% | $145,922-59.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.80% | 1025.40%-1017.6pp | 773.79%-766.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,992 | $3,083-35.4% | $2,912-31.6% | $4,660-57.2% |
| Participant deferral / active EE | $3,392 | $4,643-26.9% | $4,319-21.4% | $6,688-49.3% |
| Admin fee / account holder | $17,646 | $8,415+109.7% | $7,386+138.9% | $13,397+31.7% |