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 6-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 | $181,005 | $183,519-1.4% | $155,509+16.4% | $145,922+24.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.26% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $23,866 | $5,313+349.2% | $4,672+410.8% | $4,660+412.2% |
| Participant deferral / active EE | $7,600 | $6,462+17.6% | $5,626+35.1% | $6,688+13.6% |
| Admin fee / account holder | $1,812 | $19,313-90.6% | $15,912-88.6% | $13,397-86.5% |