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 | $82,932 | $48,364+71.5% | $71,796+15.5% | $62,891+31.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -2.39% | 13.16%-15.5pp | 78.04%-80.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $3,043 | $1,042+192.1% | $1,924+58.1% | $2,281+33.4% |
| Participant deferral / active EE | $2,231 | $2,091+6.7% | $2,794-20.1% | $3,203-30.3% |
| Admin fee / account holder | $2,431 | $3,771-35.5% | $4,815-49.5% | $4,296-43.4% |