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 | $169,296 | $102,317+65.5% | $146,958+15.2% | $80,856+109.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 5.96% | 134.76%-128.8pp | 418.34%-412.4pp | 35.59%-29.6pp |
| Employer contribution / active EE | $24,736 | $3,713+566.2% | $4,933+401.4% | $2,755+797.9% |
| Participant deferral / active EE | $8,225 | $6,644+23.8% | $8,070+1.9% | $4,296+91.5% |
| Admin fee / account holder | $1,059 | $7,941-86.7% | $12,998-91.9% | $6,918-84.7% |