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 | $85,933 | $100,852-14.8% | $90,404-4.9% | $158,922-45.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.7%+1.2pp | 82.0%-8.0pp |
| Annual return | 3.12% | 1724.20%-1721.1pp | 1293.02%-1289.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $524 | $3,689-85.8% | $3,262-83.9% | $4,761-89.0% |
| Participant deferral / active EE | $1,926 | $4,348-55.7% | $3,963-51.4% | $5,982-67.8% |
| Admin fee / account holder | $3,013 | $6,501-53.6% | $5,611-46.3% | $11,246-73.2% |