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 | $130,777 | $159,901-18.2% | $146,958-11.0% | $145,922-10.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.24% | 98.13%-93.9pp | 418.34%-414.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $3,209 | $5,286-39.3% | $4,933-34.9% | $4,660-31.1% |
| Participant deferral / active EE | $8,128 | $8,428-3.6% | $8,070+0.7% | $6,688+21.5% |
| Admin fee / account holder | $44,509 | $15,044+195.9% | $12,998+242.4% | $13,397+232.2% |