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 6-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 | $63,250 | $159,901-60.4% | $146,958-57.0% | $145,922-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $11,165 | $5,286+111.2% | $4,933+126.3% | $4,660+139.6% |
| Participant deferral / active EE | $9,991 | $8,428+18.5% | $8,070+23.8% | $6,688+49.4% |
| Admin fee / account holder | $597 | $15,044-96.0% | $12,998-95.4% | $13,397-95.5% |