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 | $158,510 | $176,812-10.4% | $146,665+8.1% | $167,490-5.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.99% | 24.03%-21.0pp | 22.74%-19.8pp | 478.56%-475.6pp |
| Employer contribution / active EE | $11,593 | $5,160+124.7% | $4,136+180.3% | $4,837+139.7% |
| Participant deferral / active EE | $7,572 | $6,440+17.6% | $5,506+37.5% | $6,341+19.4% |
| Admin fee / account holder | $1,896 | $13,259-85.7% | $10,280-81.6% | $12,309-84.6% |