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 | $18,967 | $59,839-68.3% | $81,983-76.9% | $79,858-76.2% |
| Participation rate | 96.5% | 61.6%+34.9pp | 69.2%+27.2pp | 69.6%+26.9pp |
| Annual return | -0.08% | 17.56%-17.6pp | 41.31%-41.4pp | 31.71%-31.8pp |
| Employer contribution / active EE | $2,778 | $1,713+62.1% | $2,498+11.2% | $2,471+12.4% |
| Participant deferral / active EE | $3,654 | $2,695+35.6% | $3,722-1.8% | $3,740-2.3% |
| Admin fee / account holder | $7,346 | $4,287+71.4% | $5,664+29.7% | $5,306+38.4% |