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 3-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 | $6,095 | $25,014-75.6% | $69,647-91.2% | $80,856-92.5% |
| Participation rate | 85.7% | 64.2%+21.5pp | 66.5%+19.3pp | 67.6%+18.1pp |
| Annual return | 0.51% | 19.07%-18.6pp | 100.48%-100.0pp | 35.59%-35.1pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,536 | $1,839-16.5% | $2,886-46.8% | $4,296-64.3% |
| Admin fee / account holder | $3,168 | $2,488+27.3% | $4,713-32.8% | $6,918-54.2% |