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 | $17,034 | $91,190-81.3% | $178,490-90.5% | $79,858-78.7% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 5.59% | 24.19%-18.6pp | 151.07%-145.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $12,346 | $3,256+279.2% | $5,011+146.4% | $2,471+399.7% |
| Participant deferral / active EE | $4,231 | $3,236+30.7% | $5,202-18.7% | $3,740+13.1% |
| Admin fee / account holder | $75,091 | $6,751+1012.3% | $13,984+437.0% | $5,306+1315.1% |