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 8-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 | $244,477 | $176,056+38.9% | $159,436+53.3% | $167,490+46.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.76% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,211 | $5,297-58.3% | $4,829-54.2% | $4,837-54.3% |
| Participant deferral / active EE | $17,533 | $7,750+126.2% | $7,352+138.5% | $6,341+176.5% |
| Admin fee / account holder | $548 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |