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 | $118,164 | $217,402-45.6% | $185,823-36.4% | $167,490-29.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.02% | 148.36%-142.3pp | 122.05%-116.0pp | 478.56%-472.5pp |
| Employer contribution / active EE | $1,333 | $5,873-77.3% | $5,167-74.2% | $4,837-72.4% |
| Participant deferral / active EE | $2,690 | $6,356-57.7% | $5,568-51.7% | $6,341-57.6% |
| Admin fee / account holder | $13,391 | $19,811-32.4% | $16,237-17.5% | $12,309+8.8% |