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 | $117,436 | $93,071+26.2% | $74,583+57.5% | $273,961-57.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1.29% | 26.18%-24.9pp | 20.47%-19.2pp | 41.45%-40.2pp |
| Employer contribution / active EE | $11,059 | $3,160+250.0% | $2,525+338.0% | $4,869+127.1% |
| Participant deferral / active EE | $2,160 | $4,160-48.1% | $3,458-37.5% | $5,287-59.1% |
| Admin fee / account holder | $89,530 | $5,272+1598.1% | $4,138+2063.7% | $10,132+783.6% |