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 9-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 | $228,650 | $111,301+105.4% | $112,977+102.4% | $158,922+43.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 7.26% | 26.40%-19.1pp | 24.24%-17.0pp | 302.83%-295.6pp |
| Employer contribution / active EE | $3,383 | $4,471-24.3% | $4,255-20.5% | $4,761-29.0% |
| Participant deferral / active EE | $3,383 | $5,880-42.5% | $5,836-42.0% | $5,982-43.5% |
| Admin fee / account holder | $52,578 | $8,392+526.5% | $6,294+735.4% | $11,246+367.5% |