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 8-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 | $25,176 | $96,635-73.9% | $86,612-70.9% | $139,434-81.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 8.39% | 106.41%-98.0pp | 591.07%-582.7pp | 372.94%-364.6pp |
| Employer contribution / active EE | $970 | $3,263-70.3% | $3,022-67.9% | $4,751-79.6% |
| Participant deferral / active EE | $2,038 | $4,836-57.9% | $4,438-54.1% | $6,710-69.6% |
| Admin fee / account holder | $744 | $6,408-88.4% | $5,614-86.7% | $11,403-93.5% |