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 6-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 | $233,875 | $83,902+178.7% | $167,512+39.6% | $84,808+175.8% |
| Participation rate | 98.6% | 66.5%+32.1pp | 77.1%+21.5pp | 68.3%+30.2pp |
| Annual return | 13.03% | 91.55%-78.5pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,458 | $2,264+96.9% | $3,882+14.9% | $2,631+69.5% |
| Participant deferral / active EE | $9,853 | $4,442+121.8% | $6,405+53.8% | $4,212+133.9% |
| Admin fee / account holder | $13,017 | $7,915+64.5% | $9,769+33.2% | $7,344+77.3% |