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 | $11,241 | $45,073-75.1% | $69,455-83.8% | $72,985-84.6% |
| Participation rate | 85.1% | 68.5%+16.6pp | 74.6%+10.5pp | 69.5%+15.6pp |
| Annual return | 2.11% | 22.65%-20.5pp | 28.97%-26.9pp | 81.00%-78.9pp |
| Employer contribution / active EE | $669 | $2,054-67.4% | $2,779-75.9% | $2,440-72.6% |
| Participant deferral / active EE | $1,338 | $2,602-48.6% | $3,535-62.2% | $3,607-62.9% |
| Admin fee / account holder | $3,563 | $3,056+16.6% | $3,839-7.2% | $5,124-30.5% |