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 | $29,915 | $159,602-81.3% | $150,045-80.1% | $142,382-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1.89% | 70.24%-68.3pp | 62.55%-60.7pp | 217.08%-215.2pp |
| Employer contribution / active EE | $35,280 | $4,961+611.2% | $4,693+651.7% | $4,299+720.6% |
| Participant deferral / active EE | $26,400 | $8,310+217.7% | $7,997+230.1% | $6,507+305.7% |
| Admin fee / account holder | $61,195 | $14,846+312.2% | $13,435+355.5% | $12,624+384.8% |