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 | $37,161 | $65,561-43.3% | $86,188-56.9% | $75,163-50.6% |
| Participation rate | 90.4% | 60.5%+29.9pp | 69.0%+21.4pp | 67.2%+23.2pp |
| Annual return | 12.19% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,309 | $1,553+48.7% | $2,380-3.0% | $2,670-13.5% |
| Participant deferral / active EE | $2,990 | $3,024-1.1% | $3,985-25.0% | $4,125-27.5% |
| Admin fee / account holder | $2,214 | $5,474-59.6% | $6,852-67.7% | $5,651-60.8% |