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 | $25,489 | $65,685-61.2% | $57,179-55.4% | $273,961-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.01% | 21.99%-21.0pp | 14.59%-13.6pp | 41.45%-40.4pp |
| Employer contribution / active EE | $4,172 | $3,279+27.3% | $2,682+55.5% | $4,869-14.3% |
| Participant deferral / active EE | $4,598 | $3,782+21.6% | $3,096+48.5% | $5,287-13.0% |
| Admin fee / account holder | $316 | $4,835-93.5% | $3,139-89.9% | $10,132-96.9% |