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 6-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 | $52,762 | $74,888-29.5% | $71,209-25.9% | $142,382-62.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.45% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,423 | $2,854-15.1% | $2,721-11.0% | $4,299-43.6% |
| Participant deferral / active EE | $8,218 | $4,454+84.5% | $4,175+96.8% | $6,507+26.3% |
| Admin fee / account holder | $947 | $5,568-83.0% | $5,349-82.3% | $12,624-92.5% |