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 | $34,000 | $85,202-60.1% | $172,739-80.3% | $72,985-53.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 11.90% | 27.32%-15.4pp | 802.84%-790.9pp | 81.00%-69.1pp |
| Employer contribution / active EE | $980 | $3,324-70.5% | $5,143-81.0% | $2,440-59.9% |
| Participant deferral / active EE | $3,192 | $3,260-2.1% | $5,198-38.6% | $3,607-11.5% |
| Admin fee / account holder | $51,323 | $5,884+772.3% | $13,954+267.8% | $5,124+901.6% |