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 4-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 | $140,691 | $77,899+80.6% | $149,673-6.0% | $75,163+87.2% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 13.28% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,792 | $3,137-42.9% | $4,818-62.8% | $2,670-32.9% |
| Participant deferral / active EE | $3,881 | $3,411+13.8% | $5,680-31.7% | $4,125-5.9% |
| Admin fee / account holder | $11,429 | $5,956+91.9% | $13,210-13.5% | $5,651+102.2% |