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 8-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 | $84,826 | $96,635-12.2% | $86,612-2.1% | $139,434-39.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.15% | 106.41%-101.3pp | 591.07%-585.9pp | 372.94%-367.8pp |
| Employer contribution / active EE | $6,985 | $3,263+114.1% | $3,022+131.1% | $4,751+47.0% |
| Participant deferral / active EE | $11,634 | $4,836+140.6% | $4,438+162.2% | $6,710+73.4% |
| Admin fee / account holder | $8,167 | $6,408+27.5% | $5,614+45.5% | $11,403-28.4% |