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 | $26,283 | $110,809-76.3% | $86,874-69.7% | $167,490-84.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.21% | 116.98%-109.8pp | 63.52%-56.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,127 | $3,244-34.4% | $2,495-14.8% | $4,837-56.0% |
| Participant deferral / active EE | $4,033 | $4,546-11.3% | $3,699+9.0% | $6,341-36.4% |
| Admin fee / account holder | $8,956 | $8,415+6.4% | $5,828+53.7% | $12,309-27.2% |