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 | $21,174 | $91,190-76.8% | $178,490-88.1% | $79,858-73.5% |
| Participation rate | 95.0% | 69.2%+25.8pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | -0.25% | 24.19%-24.4pp | 151.07%-151.3pp | 31.71%-32.0pp |
| Employer contribution / active EE | $921 | $3,256-71.7% | $5,011-81.6% | $2,471-62.7% |
| Participant deferral / active EE | $1,547 | $3,236-52.2% | $5,202-70.3% | $3,740-58.6% |
| Admin fee / account holder | $3,178 | $6,751-52.9% | $13,984-77.3% | $5,306-40.1% |