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 | $99,098 | $202,318-51.0% | $172,739-42.6% | $152,861-35.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.01% | 1029.65%-1017.6pp | 802.84%-790.8pp | 345.32%-333.3pp |
| Employer contribution / active EE | $3,432 | $5,856-41.4% | $5,143-33.3% | $4,762-27.9% |
| Participant deferral / active EE | $9,475 | $5,948+59.3% | $5,198+82.3% | $5,850+62.0% |
| Admin fee / account holder | $635 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |