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 | $59,264 | $77,314-23.3% | $177,989-66.7% | $80,856-26.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 9.48% | 18.09%-8.6pp | 294.48%-285.0pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,040 | $2,292-11.0% | $3,949-48.3% | $2,755-26.0% |
| Participant deferral / active EE | $3,617 | $4,411-18.0% | $6,276-42.4% | $4,296-15.8% |
| Admin fee / account holder | $21,581 | $7,191+200.1% | $10,363+108.2% | $6,918+212.0% |