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 | $40,759 | $111,724-63.5% | $93,606-56.5% | $145,922-72.1% |
| Participation rate | 84.2% | 74.2%+10.0pp | 68.7%+15.5pp | 80.3%+3.9pp |
| Annual return | 4.06% | 202.98%-198.9pp | 133.20%-129.1pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,842 | $3,090-40.4% | $2,420-23.9% | $4,660-60.5% |
| Participant deferral / active EE | $1,662 | $4,912-66.2% | $4,411-62.3% | $6,688-75.1% |
| Admin fee / account holder | $5,943 | $10,250-42.0% | $8,285-28.3% | $13,397-55.6% |