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 6-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 | $7,147 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 8.23% | 345.14%-336.9pp | 282.51%-274.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,119 | $2,854-60.8% | $2,721-58.9% | $4,299-74.0% |
| Participant deferral / active EE | $1,445 | $4,454-67.6% | $4,175-65.4% | $6,507-77.8% |
| Admin fee / account holder | $1,200 | $5,568-78.5% | $5,349-77.6% | $12,624-90.5% |