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 5-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 | $23,083 | $109,817-79.0% | $98,442-76.6% | $167,490-86.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.02% | 1956.69%-1947.7pp | 1492.73%-1483.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,120 | $3,224-3.2% | $2,960+5.4% | $4,837-35.5% |
| Participant deferral / active EE | $7,667 | $4,673+64.1% | $4,276+79.3% | $6,341+20.9% |
| Admin fee / account holder | $471 | $6,753-93.0% | $5,949-92.1% | $12,309-96.2% |