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 9-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 | $17,365 | $54,705-68.3% | $71,209-75.6% | $84,808-79.5% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.5pp |
| Annual return | 11.34% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,345 | $2,158+8.7% | $2,721-13.8% | $2,631-10.9% |
| Participant deferral / active EE | $2,885 | $3,030-4.8% | $4,175-30.9% | $4,212-31.5% |
| Admin fee / account holder | $5,915 | $4,863+21.6% | $5,349+10.6% | $7,344-19.5% |