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 | $46,068 | $149,734-69.2% | $118,925-61.3% | $158,922-71.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | -1.65% | 19.95%-21.6pp | 35.88%-37.5pp | 302.83%-304.5pp |
| Employer contribution / active EE | $4,120 | $4,115+0.1% | $3,263+26.3% | $4,761-13.5% |
| Participant deferral / active EE | $13,000 | $5,223+148.9% | $4,265+204.8% | $5,982+117.3% |
| Admin fee / account holder | $1,152 | $8,603-86.6% | $6,581-82.5% | $11,246-89.8% |