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 | $23,921 | $111,724-78.6% | $93,606-74.4% | $145,922-83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.18% | 202.98%-198.8pp | 133.20%-129.0pp | 561.29%-557.1pp |
| Employer contribution / active EE | $5,953 | $3,090+92.7% | $2,420+146.0% | $4,660+27.8% |
| Participant deferral / active EE | $2,652 | $4,912-46.0% | $4,411-39.9% | $6,688-60.3% |
| Admin fee / account holder | $301 | $10,250-97.1% | $8,285-96.4% | $13,397-97.8% |