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 | $18,684 | $74,888-75.1% | $71,209-73.8% | $142,382-86.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 9.25% | 345.14%-335.9pp | 282.51%-273.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,812 | $2,854-36.5% | $2,721-33.4% | $4,299-57.9% |
| Participant deferral / active EE | $2,027 | $4,454-54.5% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $8,961 | $5,568+60.9% | $5,349+67.5% | $12,624-29.0% |