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 | $95,710 | $148,534-35.6% | $135,903-29.6% | $139,434-31.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.55% | 79.19%-77.6pp | 68.23%-66.7pp | 372.94%-371.4pp |
| Employer contribution / active EE | $6,768 | $5,243+29.1% | $4,856+39.4% | $4,751+42.5% |
| Participant deferral / active EE | $4,722 | $8,100-41.7% | $7,758-39.1% | $6,710-29.6% |
| Admin fee / account holder | $657 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |