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 | $33,722 | $99,918-66.2% | $81,382-58.6% | $145,922-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.26% | 34.32%-27.1pp | 24.73%-17.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $5,169 | $2,978+73.6% | $2,463+109.9% | $4,660+10.9% |
| Participant deferral / active EE | $4,822 | $4,605+4.7% | $3,883+24.2% | $6,688-27.9% |
| Admin fee / account holder | $1,136 | $8,212-86.2% | $5,768-80.3% | $13,397-91.5% |