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 7-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 | $64,191 | $209,832-69.4% | $189,513-66.1% | $167,490-61.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.82% | 748.27%-747.4pp | 555.15%-554.3pp | 478.56%-477.7pp |
| Employer contribution / active EE | $2,284 | $6,914-67.0% | $6,162-62.9% | $4,837-52.8% |
| Participant deferral / active EE | $13,964 | $8,935+56.3% | $8,221+69.9% | $6,341+120.2% |
| Admin fee / account holder | $410 | $14,293-97.1% | $12,045-96.6% | $12,309-96.7% |