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 9-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 | $61,696 | $73,515-16.1% | $62,995-2.1% | $147,584-58.2% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 4.60% | 175.43%-170.8pp | 87.57%-83.0pp | 578.55%-573.9pp |
| Employer contribution / active EE | $6,027 | $3,320+81.5% | $2,759+118.5% | $4,876+23.6% |
| Participant deferral / active EE | $7,715 | $4,185+84.4% | $3,329+131.7% | $5,439+41.9% |
| Admin fee / account holder | $1,643 | $5,953-72.4% | $3,600-54.4% | $10,885-84.9% |