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 | $10,393 | $100,773-89.7% | $88,946-88.3% | $142,382-92.7% |
| Participation rate | 76.9% | 74.3%+2.6pp | 68.8%+8.1pp | 80.1%-3.2pp |
| Annual return | 3.69% | 70.18%-66.5pp | 57.82%-54.1pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,137 | $2,918-61.0% | $2,555-55.5% | $4,299-73.5% |
| Participant deferral / active EE | $1,251 | $5,230-76.1% | $4,581-72.7% | $6,507-80.8% |
| Admin fee / account holder | $975 | $9,693-89.9% | $8,261-88.2% | $12,624-92.3% |