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 | $38,857 | $111,754-65.2% | $103,333-62.4% | $145,922-73.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 8.34% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,330 | $4,212-44.7% | $3,868-39.8% | $4,660-50.0% |
| Participant deferral / active EE | $3,300 | $5,619-41.3% | $5,057-34.8% | $6,688-50.7% |
| Admin fee / account holder | $24,328 | $9,750+149.5% | $8,355+191.2% | $13,397+81.6% |