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 | $20,654 | $48,230-57.2% | $67,502-69.4% | $80,856-74.5% |
| Participation rate | 73.1% | 66.4%+6.7pp | 72.9%+0.2pp | 67.6%+5.5pp |
| Annual return | 8.16% | 18.28%-10.1pp | 3512.12%-3504.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $796 | $2,020-60.6% | $2,731-70.8% | $2,755-71.1% |
| Participant deferral / active EE | $1,188 | $2,924-59.4% | $4,000-70.3% | $4,296-72.4% |
| Admin fee / account holder | $1,690 | $3,681-54.1% | $3,998-57.7% | $6,918-75.6% |