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 7-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 | $117,201 | $214,378-45.3% | $200,582-41.6% | $142,382-17.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.90% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $17,856 | $6,841+161.0% | $6,419+178.2% | $4,299+315.3% |
| Participant deferral / active EE | $14,625 | $9,865+48.3% | $9,331+56.7% | $6,507+124.8% |
| Admin fee / account holder | $35,218 | $17,692+99.1% | $16,305+116.0% | $12,624+179.0% |