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 | $144,332 | $148,534-2.8% | $135,903+6.2% | $139,434+3.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 6.42% | 79.19%-72.8pp | 68.23%-61.8pp | 372.94%-366.5pp |
| Employer contribution / active EE | $5,532 | $5,243+5.5% | $4,856+13.9% | $4,751+16.4% |
| Participant deferral / active EE | $3,076 | $8,100-62.0% | $7,758-60.4% | $6,710-54.2% |
| Admin fee / account holder | $20,093 | $12,400+62.0% | $10,762+86.7% | $11,403+76.2% |