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 | $23,409 | $60,022-61.0% | $88,946-73.7% | $84,808-72.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 7.61% | 22.43%-14.8pp | 57.82%-50.2pp | 40.90%-33.3pp |
| Employer contribution / active EE | $1,780 | $1,703+4.5% | $2,555-30.3% | $2,631-32.3% |
| Participant deferral / active EE | $2,945 | $3,114-5.4% | $4,581-35.7% | $4,212-30.1% |
| Admin fee / account holder | $4,399 | $4,811-8.6% | $8,261-46.8% | $7,344-40.1% |