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 | $117,449 | $124,281-5.5% | $109,143+7.6% | $167,490-29.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 4.82% | 26.04%-21.2pp | 25.75%-20.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $3,943 | $4,207-6.3% | $3,722+5.9% | $4,837-18.5% |
| Participant deferral / active EE | $15,146 | $5,255+188.2% | $4,653+225.5% | $6,341+138.9% |
| Admin fee / account holder | $272,268 | $7,970+3316.3% | $6,752+3932.3% | $12,309+2111.9% |