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 5-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 | $83,693 | $102,317-18.2% | $146,958-43.0% | $80,856+3.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.91% | 134.76%-126.8pp | 418.34%-410.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $6,414 | $3,713+72.7% | $4,933+30.0% | $2,755+132.8% |
| Participant deferral / active EE | $7,001 | $6,644+5.4% | $8,070-13.2% | $4,296+63.0% |
| Admin fee / account holder | $10,151 | $7,941+27.8% | $12,998-21.9% | $6,918+46.7% |