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 | $69,667 | $85,766-18.8% | $136,294-48.9% | $70,131-0.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.95% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,074 | $2,966-63.8% | $4,695-77.1% | $2,342-54.2% |
| Participant deferral / active EE | $2,613 | $5,051-48.3% | $6,247-58.2% | $3,332-21.6% |
| Admin fee / account holder | $477 | $5,420-91.2% | $9,243-94.8% | $4,645-89.7% |