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 | $59,136 | $107,334-44.9% | $92,893-36.3% | $152,861-61.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -0.05% | 145.58%-145.6pp | 109.41%-109.5pp | 345.32%-345.4pp |
| Employer contribution / active EE | $2,416 | $4,221-42.8% | $3,653-33.9% | $4,762-49.3% |
| Participant deferral / active EE | $4,504 | $4,845-7.0% | $4,236+6.3% | $5,850-23.0% |
| Admin fee / account holder | $4,248 | $7,079-40.0% | $5,794-26.7% | $11,596-63.4% |