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 5-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 | $21,717 | $88,751-75.5% | $81,812-73.5% | $145,922-85.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 8.98% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,718 | $3,083-44.3% | $2,912-41.0% | $4,660-63.1% |
| Participant deferral / active EE | $3,002 | $4,643-35.4% | $4,319-30.5% | $6,688-55.1% |
| Admin fee / account holder | $605 | $8,415-92.8% | $7,386-91.8% | $13,397-95.5% |