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 | $172,515 | $102,604+68.1% | $86,188+100.2% | $139,434+23.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -3.07% | 1922.51%-1925.6pp | 1168.45%-1171.5pp | 372.94%-376.0pp |
| Employer contribution / active EE | $1,094 | $3,032-63.9% | $2,380-54.0% | $4,751-77.0% |
| Participant deferral / active EE | $2,059 | $4,676-56.0% | $3,985-48.3% | $6,710-69.3% |
| Admin fee / account holder | $2,179 | $8,657-74.8% | $6,852-68.2% | $11,403-80.9% |