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 | $15,572 | $202,432-92.3% | $169,368-90.8% | $139,434-88.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.88% | 531.74%-525.9pp | 405.60%-399.7pp | 372.94%-367.1pp |
| Employer contribution / active EE | $5,776 | $4,692+23.1% | $4,013+43.9% | $4,751+21.6% |
| Participant deferral / active EE | $1,294 | $6,938-81.3% | $6,221-79.2% | $6,710-80.7% |
| Admin fee / account holder | $61,361 | $10,708+473.0% | $9,003+581.5% | $11,403+438.1% |