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 | $51,157 | $112,096-54.4% | $95,952-46.7% | $158,922-67.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.30% | 171.09%-171.4pp | 91.61%-91.9pp | 302.83%-303.1pp |
| Employer contribution / active EE | $2,510 | $3,198-21.5% | $2,541-1.2% | $4,761-47.3% |
| Participant deferral / active EE | $6,287 | $4,784+31.4% | $4,167+50.9% | $5,982+5.1% |
| Admin fee / account holder | $20,853 | $10,130+105.8% | $6,795+206.9% | $11,246+85.4% |