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 | $34,790 | $27,915+24.6% | $58,482-40.5% | $75,163-53.7% |
| Participation rate | 77.6% | 38.8%+38.8pp | 50.9%+26.8pp | 67.2%+10.4pp |
| Annual return | 13.87% | 44.20%-30.3pp | 4239.32%-4225.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $675 | $669+1.0% | $1,053-35.9% | $2,670-74.7% |
| Participant deferral / active EE | $3,061 | $1,201+154.8% | $1,924+59.1% | $4,125-25.8% |
| Admin fee / account holder | $1,575 | $1,726-8.7% | $2,516-37.4% | $5,651-72.1% |