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 8-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 | $28,120 | $74,888-62.5% | $71,209-60.5% | $142,382-80.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.10% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,020 | $2,854-29.2% | $2,721-25.8% | $4,299-53.0% |
| Participant deferral / active EE | $2,315 | $4,454-48.0% | $4,175-44.6% | $6,507-64.4% |
| Admin fee / account holder | $7,702 | $5,568+38.3% | $5,349+44.0% | $12,624-39.0% |