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 | $30,236 | $114,381-73.6% | $107,525-71.9% | $142,382-78.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.05% | 242.71%-236.7pp | 181.32%-175.3pp | 217.08%-211.0pp |
| Employer contribution / active EE | $2,039 | $4,015-49.2% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $1,877 | $5,564-66.3% | $5,116-63.3% | $6,507-71.2% |
| Admin fee / account holder | $3,909 | $9,860-60.4% | $8,919-56.2% | $12,624-69.0% |