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 | $71,482 | $102,604-30.3% | $86,188-17.1% | $139,434-48.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.57% | 1922.51%-1914.9pp | 1168.45%-1160.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $2,364 | $3,032-22.0% | $2,380-0.7% | $4,751-50.2% |
| Participant deferral / active EE | $3,211 | $4,676-31.3% | $3,985-19.4% | $6,710-52.2% |
| Admin fee / account holder | $21,689 | $8,657+150.5% | $6,852+216.5% | $11,403+90.2% |