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 | $26,464 | $78,672-66.4% | $109,143-75.8% | $85,850-69.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.64% | 25.09%-17.4pp | 25.75%-18.1pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,577 | $2,735-42.3% | $3,722-57.6% | $2,565-38.5% |
| Participant deferral / active EE | $2,264 | $3,467-34.7% | $4,653-51.3% | $3,952-42.7% |
| Admin fee / account holder | $2,908 | $5,469-46.8% | $6,752-56.9% | $6,260-53.5% |