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 | $27,556 | $65,365-57.8% | $92,893-70.3% | $72,985-62.2% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.0%-1.6pp | 69.5%+4.9pp |
| Annual return | -0.38% | 42.10%-42.5pp | 109.41%-109.8pp | 81.00%-81.4pp |
| Employer contribution / active EE | $1,410 | $2,594-45.6% | $3,653-61.4% | $2,440-42.2% |
| Participant deferral / active EE | $3,519 | $3,128+12.5% | $4,236-16.9% | $3,607-2.5% |
| Admin fee / account holder | $1,039 | $4,251-75.6% | $5,794-82.1% | $5,124-79.7% |