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 | $45,834 | $88,751-48.4% | $81,812-44.0% | $145,922-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.00% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $5,539 | $3,083+79.6% | $2,912+90.2% | $4,660+18.9% |
| Participant deferral / active EE | $2,827 | $4,643-39.1% | $4,319-34.5% | $6,688-57.7% |
| Admin fee / account holder | $968 | $8,415-88.5% | $7,386-86.9% | $13,397-92.8% |