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 | $37,119 | $203,436-81.8% | $152,466-75.7% | $167,490-77.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 7.01% | 13.80%-6.8pp | 757.33%-750.3pp | 478.56%-471.5pp |
| Employer contribution / active EE | $4,260 | $5,220-18.4% | $4,327-1.5% | $4,837-11.9% |
| Participant deferral / active EE | $4,911 | $6,716-26.9% | $5,820-15.6% | $6,341-22.6% |
| Admin fee / account holder | $4,250 | $22,506-81.1% | $15,805-73.1% | $12,309-65.5% |