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 | $132,774 | $175,202-24.2% | $149,673-11.3% | $139,434-4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.34% | 166.71%-160.4pp | 134.42%-128.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $5,797 | $5,474+5.9% | $4,818+20.3% | $4,751+22.0% |
| Participant deferral / active EE | $20,482 | $6,519+214.2% | $5,680+260.6% | $6,710+205.2% |
| Admin fee / account holder | $200,012 | $16,150+1138.4% | $13,210+1414.1% | $11,403+1654.1% |