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 | $60,317 | $152,587-60.5% | $125,175-51.8% | $152,861-60.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.77% | 54.84%-53.1pp | 43.79%-42.0pp | 345.32%-343.5pp |
| Employer contribution / active EE | $14,360 | $4,946+190.3% | $3,865+271.5% | $4,762+201.5% |
| Participant deferral / active EE | $5,972 | $5,868+1.8% | $4,937+21.0% | $5,850+2.1% |
| Admin fee / account holder | $3,229 | $13,434-76.0% | $9,702-66.7% | $11,596-72.2% |