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 10-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 | $48,754 | $114,047-57.3% | $96,139-49.3% | $167,490-70.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.41% | 189.88%-184.5pp | 191.94%-186.5pp | 478.56%-473.1pp |
| Employer contribution / active EE | $2,385 | $3,427-30.4% | $2,797-14.7% | $4,837-50.7% |
| Participant deferral / active EE | $2,385 | $5,194-54.1% | $4,349-45.2% | $6,341-62.4% |
| Admin fee / account holder | $490 | $6,897-92.9% | $5,537-91.2% | $12,309-96.0% |