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 3-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 | $32,729 | $177,572-81.6% | $154,803-78.9% | $142,382-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.42% | 65.07%-57.7pp | 58.88%-51.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,199 | $4,810-75.1% | $4,305-72.2% | $4,299-72.1% |
| Participant deferral / active EE | $8,110 | $6,272+29.3% | $5,540+46.4% | $6,507+24.6% |
| Admin fee / account holder | $359 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |