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 | $73,393 | $202,318-63.7% | $172,739-57.5% | $152,861-52.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.60% | 1029.65%-1019.0pp | 802.84%-792.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $5,241 | $5,856-10.5% | $5,143+1.9% | $4,762+10.1% |
| Participant deferral / active EE | $6,466 | $5,948+8.7% | $5,198+24.4% | $5,850+10.5% |
| Admin fee / account holder | $470 | $17,109-97.3% | $13,954-96.6% | $11,596-95.9% |