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 9-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 | $47,360 | $96,635-51.0% | $86,612-45.3% | $139,434-66.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 9.64% | 106.41%-96.8pp | 591.07%-581.4pp | 372.94%-363.3pp |
| Employer contribution / active EE | $735 | $3,263-77.5% | $3,022-75.7% | $4,751-84.5% |
| Participant deferral / active EE | $6,812 | $4,836+40.9% | $4,438+53.5% | $6,710+1.5% |
| Admin fee / account holder | $24,327 | $6,408+279.6% | $5,614+333.3% | $11,403+113.3% |