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 3-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 | $57,166 | $214,378-73.3% | $200,582-71.5% | $142,382-59.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.69% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,365 | $6,841-21.6% | $6,419-16.4% | $4,299+24.8% |
| Participant deferral / active EE | $13,579 | $9,865+37.7% | $9,331+45.5% | $6,507+108.7% |
| Admin fee / account holder | $4,303 | $17,692-75.7% | $16,305-73.6% | $12,624-65.9% |