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 | $17,743 | $159,901-88.9% | $146,958-87.9% | $145,922-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.23% | 98.13%-93.9pp | 418.34%-414.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $16,787 | $5,286+217.6% | $4,933+240.3% | $4,660+260.3% |
| Participant deferral / active EE | $13,700 | $8,428+62.5% | $8,070+69.8% | $6,688+104.9% |
| Admin fee / account holder | $28,112 | $15,044+86.9% | $12,998+116.3% | $13,397+109.8% |