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 | $38,851 | $88,751-56.2% | $81,812-52.5% | $145,922-73.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 7.86% | 1025.40%-1017.5pp | 773.79%-765.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,025 | $3,083-34.3% | $2,912-30.5% | $4,660-56.5% |
| Participant deferral / active EE | $4,006 | $4,643-13.7% | $4,319-7.2% | $6,688-40.1% |
| Admin fee / account holder | $14,363 | $8,415+70.7% | $7,386+94.5% | $13,397+7.2% |