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 3-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 | $186,467 | $88,751+110.1% | $81,812+127.9% | $145,922+27.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.26% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,075 | $3,083-32.7% | $2,912-28.7% | $4,660-55.5% |
| Participant deferral / active EE | $5,685 | $4,643+22.4% | $4,319+31.6% | $6,688-15.0% |
| Admin fee / account holder | $2,358 | $8,415-72.0% | $7,386-68.1% | $13,397-82.4% |