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 | $85,855 | $201,272-57.3% | $184,203-53.4% | $145,922-41.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.03% | 29.00%-20.0pp | 28.81%-19.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,631 | $7,022-5.6% | $6,427+3.2% | $4,660+42.3% |
| Participant deferral / active EE | $3,311 | $9,806-66.2% | $9,131-63.7% | $6,688-50.5% |
| Admin fee / account holder | $9,398 | $16,364-42.6% | $13,901-32.4% | $13,397-29.9% |