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 | $86,124 | $100,852-14.6% | $90,404-4.7% | $158,922-45.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 4.86% | 1724.20%-1719.3pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $3,928 | $3,689+6.5% | $3,262+20.4% | $4,761-17.5% |
| Participant deferral / active EE | $8,020 | $4,348+84.5% | $3,963+102.4% | $5,982+34.1% |
| Admin fee / account holder | $1,322 | $6,501-79.7% | $5,611-76.4% | $11,246-88.2% |