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 | $20,032 | $96,635-79.3% | $86,612-76.9% | $139,434-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.81% | 106.41%-102.6pp | 591.07%-587.3pp | 372.94%-369.1pp |
| Employer contribution / active EE | $6,174 | $3,263+89.2% | $3,022+104.3% | $4,751+30.0% |
| Participant deferral / active EE | $11,749 | $4,836+142.9% | $4,438+164.8% | $6,710+75.1% |
| Admin fee / account holder | $94,511 | $6,408+1374.9% | $5,614+1583.4% | $11,403+728.9% |