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 | $72,981 | $57,281+27.4% | $86,612-15.7% | $75,163-2.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 9.09% | 2670.75%-2661.7pp | 591.07%-582.0pp | 160.62%-151.5pp |
| Employer contribution / active EE | $6,250 | $2,314+170.0% | $3,022+106.8% | $2,670+134.1% |
| Participant deferral / active EE | $1,392 | $3,318-58.0% | $4,438-68.6% | $4,125-66.2% |
| Admin fee / account holder | $3,241 | $4,112-21.2% | $5,614-42.3% | $5,651-42.7% |