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 9-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 | $163,693 | $114,381+43.1% | $107,525+52.2% | $142,382+15.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.14% | 242.71%-235.6pp | 181.32%-174.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,879 | $4,015-53.2% | $3,754-49.9% | $4,299-56.3% |
| Participant deferral / active EE | $21,798 | $5,564+291.8% | $5,116+326.1% | $6,507+235.0% |
| Admin fee / account holder | $226,011 | $9,860+2192.2% | $8,919+2434.1% | $12,624+1690.4% |