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 | $37,855 | $171,865-78.0% | $149,718-74.7% | $147,584-74.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.17% | 2113.22%-2110.0pp | 1501.63%-1498.5pp | 578.55%-575.4pp |
| Employer contribution / active EE | $18,094 | $6,275+188.3% | $5,445+232.3% | $4,876+271.1% |
| Participant deferral / active EE | $9,383 | $7,271+29.1% | $6,569+42.8% | $5,439+72.5% |
| Admin fee / account holder | $389,680 | $13,799+2723.9% | $11,283+3353.8% | $10,885+3479.9% |