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 | $32,716 | $99,341-67.1% | $84,750-61.4% | $273,961-88.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.41% | 22.93%-24.3pp | 22.78%-24.2pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,494 | $4,214-64.5% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $1,968 | $4,269-53.9% | $3,712-47.0% | $5,287-62.8% |
| Admin fee / account holder | $12,404 | $6,644+86.7% | $5,332+132.6% | $10,132+22.4% |