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 | $13,040 | $74,888-82.6% | $71,209-81.7% | $142,382-90.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 9.61% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,009 | $2,854-64.7% | $2,721-62.9% | $4,299-76.5% |
| Participant deferral / active EE | $1,850 | $4,454-58.5% | $4,175-55.7% | $6,507-71.6% |
| Admin fee / account holder | $12,214 | $5,568+119.4% | $5,349+128.4% | $12,624-3.2% |