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 6-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 | $19,686 | $48,570-59.5% | $130,648-84.9% | $72,985-73.0% |
| Participation rate | 92.0% | 58.6%+33.4pp | 71.7%+20.3pp | 69.5%+22.5pp |
| Annual return | 15.93% | 38.63%-22.7pp | 1708.96%-1693.0pp | 81.00%-65.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,049 | $2,384+27.9% | $3,603-15.4% | $3,607-15.5% |
| Admin fee / account holder | $1,882 | $3,549-47.0% | $5,464-65.6% | $5,124-63.3% |