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 | $30,088 | $39,122-23.1% | $57,179-47.4% | $62,891-52.2% |
| Participation rate | 83.9% | 70.5%+13.4pp | 75.3%+8.5pp | 69.3%+14.6pp |
| Annual return | -2.97% | 9.23%-12.2pp | 14.59%-17.6pp | 20.14%-23.1pp |
| Employer contribution / active EE | $773 | $1,874-58.7% | $2,682-71.2% | $2,281-66.1% |
| Participant deferral / active EE | $2,400 | $2,374+1.1% | $3,096-22.5% | $3,203-25.1% |
| Admin fee / account holder | $567 | $2,592-78.1% | $3,139-81.9% | $4,296-86.8% |