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 | $81,151 | $162,781-50.1% | $133,956-39.4% | $158,922-48.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.88% | 41.94%-40.1pp | 45.09%-43.2pp | 302.83%-300.9pp |
| Employer contribution / active EE | $3,588 | $4,975-27.9% | $3,919-8.4% | $4,761-24.6% |
| Participant deferral / active EE | $4,557 | $5,911-22.9% | $5,048-9.7% | $5,982-23.8% |
| Admin fee / account holder | $24,513 | $11,736+108.9% | $8,927+174.6% | $11,246+118.0% |