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 | $94,532 | $117,841-19.8% | $102,423-7.7% | $145,922-35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 31.65%-23.5pp | 29.32%-21.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,984 | $3,615+10.2% | $3,023+31.8% | $4,660-14.5% |
| Participant deferral / active EE | $4,886 | $5,731-14.7% | $5,053-3.3% | $6,688-26.9% |
| Admin fee / account holder | $13,304 | $13,326-0.2% | $9,451+40.8% | $13,397-0.7% |