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 8-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 | $19,621 | $177,572-89.0% | $154,803-87.3% | $142,382-86.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.17% | 65.07%-62.9pp | 58.88%-56.7pp | 217.08%-214.9pp |
| Employer contribution / active EE | $3,856 | $4,810-19.9% | $4,305-10.5% | $4,299-10.3% |
| Participant deferral / active EE | $4,820 | $6,272-23.2% | $5,540-13.0% | $6,507-25.9% |
| Admin fee / account holder | $2,000 | $16,786-88.1% | $14,329-86.0% | $12,624-84.2% |