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 | $143,094 | $159,602-10.3% | $150,045-4.6% | $142,382+0.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.07% | 70.24%-67.2pp | 62.55%-59.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $31,986 | $4,961+544.8% | $4,693+581.6% | $4,299+644.0% |
| Participant deferral / active EE | $21,624 | $8,310+160.2% | $7,997+170.4% | $6,507+232.3% |
| Admin fee / account holder | $157,991 | $14,846+964.2% | $13,435+1076.0% | $12,624+1151.5% |