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 | $37,588 | $177,572-78.8% | $154,803-75.7% | $142,382-73.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.90% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $8,921 | $4,810+85.5% | $4,305+107.2% | $4,299+107.5% |
| Participant deferral / active EE | $3,584 | $6,272-42.8% | $5,540-35.3% | $6,507-44.9% |
| Admin fee / account holder | $11,251 | $16,786-33.0% | $14,329-21.5% | $12,624-10.9% |