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 7-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 | $70,445 | $217,402-67.6% | $185,823-62.1% | $167,490-57.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.81% | 148.36%-141.5pp | 122.05%-115.2pp | 478.56%-471.7pp |
| Employer contribution / active EE | $9,161 | $5,873+56.0% | $5,167+77.3% | $4,837+89.4% |
| Participant deferral / active EE | $15,813 | $6,356+148.8% | $5,568+184.0% | $6,341+149.4% |
| Admin fee / account holder | $2,106 | $19,811-89.4% | $16,237-87.0% | $12,309-82.9% |