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 | $10,598 | $100,852-89.5% | $90,404-88.3% | $158,922-93.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 3.93% | 1724.20%-1720.3pp | 1293.02%-1289.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,348 | $3,689-63.5% | $3,262-58.7% | $4,761-71.7% |
| Participant deferral / active EE | $3,636 | $4,348-16.4% | $3,963-8.3% | $5,982-39.2% |
| Admin fee / account holder | $480 | $6,501-92.6% | $5,611-91.4% | $11,246-95.7% |