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 6-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 | $12,905 | $104,974-87.7% | $95,585-86.5% | $142,382-90.9% |
| Participation rate | 76.9% | 75.0%+2.0pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 9.92% | 210.33%-200.4pp | 38.56%-28.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,442 | $2,779-48.1% | $2,527-42.9% | $4,299-66.5% |
| Participant deferral / active EE | $1,182 | $4,352-72.9% | $4,023-70.6% | $6,507-81.8% |
| Admin fee / account holder | $1,723 | $6,386-73.0% | $6,127-71.9% | $12,624-86.4% |