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 | $134,188 | $77,314+73.6% | $177,989-24.6% | $80,856+66.0% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.6%+2.4pp |
| Annual return | 7.81% | 18.09%-10.3pp | 294.48%-286.7pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,619 | $2,292-29.4% | $3,949-59.0% | $2,755-41.2% |
| Participant deferral / active EE | $6,665 | $4,411+51.1% | $6,276+6.2% | $4,296+55.2% |
| Admin fee / account holder | $180,307 | $7,191+2407.4% | $10,363+1639.9% | $6,918+2506.4% |