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 | $38,667 | $135,952-71.6% | $123,892-68.8% | $273,961-85.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.06% | 56.63%-56.7pp | 47.52%-47.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $11,003 | $5,170+112.8% | $4,617+138.3% | $4,869+126.0% |
| Participant deferral / active EE | $10,852 | $6,343+71.1% | $5,984+81.3% | $5,287+105.3% |
| Admin fee / account holder | $498 | $9,817-94.9% | $8,357-94.0% | $10,132-95.1% |