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 | $14,291 | $48,230-70.4% | $67,502-78.8% | $80,856-82.3% |
| Participation rate | 83.1% | 66.4%+16.7pp | 72.9%+10.2pp | 67.6%+15.4pp |
| Annual return | 7.21% | 18.28%-11.1pp | 3512.12%-3504.9pp | 35.59%-28.4pp |
| Employer contribution / active EE | $635 | $2,020-68.6% | $2,731-76.8% | $2,755-77.0% |
| Participant deferral / active EE | $1,328 | $2,924-54.6% | $4,000-66.8% | $4,296-69.1% |
| Admin fee / account holder | $2,530 | $3,681-31.3% | $3,998-36.7% | $6,918-63.4% |