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 | $197,950 | $66,402+198.1% | $109,895+80.1% | $85,850+130.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 9.93% | 19.59%-9.7pp | 29.45%-19.5pp | 318.53%-308.6pp |
| Employer contribution / active EE | $27,374 | $1,687+1522.5% | $2,842+863.1% | $2,565+967.2% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32,822 | $4,557+620.2% | $6,066+441.1% | $6,260+424.3% |