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 | $36,848 | $150,187-75.5% | $120,354-69.4% | $145,922-74.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 8.52% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,912 | $4,348-56.0% | $3,463-44.8% | $4,660-59.0% |
| Participant deferral / active EE | $4,310 | $6,173-30.2% | $4,991-13.6% | $6,688-35.5% |
| Admin fee / account holder | $3,442 | $12,207-71.8% | $9,423-63.5% | $13,397-74.3% |