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 | $15,202 | $59,839-74.6% | $81,983-81.5% | $79,858-81.0% |
| Participation rate | 78.6% | 61.6%+17.0pp | 69.2%+9.3pp | 69.6%+8.9pp |
| Annual return | -9.68% | 17.56%-27.2pp | 41.31%-51.0pp | 31.71%-41.4pp |
| Employer contribution / active EE | $1,055 | $1,713-38.4% | $2,498-57.8% | $2,471-57.3% |
| Participant deferral / active EE | $4,205 | $2,695+56.0% | $3,722+13.0% | $3,740+12.4% |
| Admin fee / account holder | $5,560 | $4,287+29.7% | $5,664-1.8% | $5,306+4.8% |