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 | $169,735 | $185,822-8.7% | $169,993-0.2% | $139,434+21.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.36% | 60.50%-51.1pp | 53.37%-44.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $4,343 | $7,590-42.8% | $6,785-36.0% | $4,751-8.6% |
| Participant deferral / active EE | $13,033 | $11,622+12.1% | $10,408+25.2% | $6,710+94.2% |
| Admin fee / account holder | $19,332 | $15,381+25.7% | $12,815+50.9% | $11,403+69.5% |