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 | $17,273 | $76,000-77.3% | $154,107-88.8% | $64,186-73.1% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -9.01% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,678 | $3,351-49.9% | $5,298-68.3% | $2,381-29.5% |
| Participant deferral / active EE | $2,832 | $3,175-10.8% | $5,081-44.3% | $3,470-18.4% |
| Admin fee / account holder | $428 | $5,596-92.3% | $13,411-96.8% | $4,888-91.2% |