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 | $57,209 | $90,348-36.7% | $75,972-24.7% | $145,922-60.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.30% | 620.88%-612.6pp | 359.55%-351.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $800 | $3,311-75.8% | $2,685-70.2% | $4,660-82.8% |
| Participant deferral / active EE | $1,230 | $5,162-76.2% | $4,255-71.1% | $6,688-81.6% |
| Admin fee / account holder | $3,424 | $8,467-59.6% | $6,467-47.1% | $13,397-74.4% |