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 | $39,577 | $159,901-75.2% | $146,958-73.1% | $145,922-72.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 4.92% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.4pp |
| Employer contribution / active EE | $2,155 | $5,286-59.2% | $4,933-56.3% | $4,660-53.8% |
| Participant deferral / active EE | $4,852 | $8,428-42.4% | $8,070-39.9% | $6,688-27.4% |
| Admin fee / account holder | $871 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |