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 | $63,446 | $99,341-36.1% | $84,750-25.1% | $273,961-76.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.29% | 22.93%-22.6pp | 22.78%-22.5pp | 41.45%-41.2pp |
| Employer contribution / active EE | $16,921 | $4,214+301.6% | $3,574+373.4% | $4,869+247.6% |
| Participant deferral / active EE | $1,800 | $4,269-57.8% | $3,712-51.5% | $5,287-66.0% |
| Admin fee / account holder | $1,316 | $6,644-80.2% | $5,332-75.3% | $10,132-87.0% |