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 8-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 | $177,838 | $183,519-3.1% | $155,509+14.4% | $145,922+21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.97% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,351 | $5,313-55.8% | $4,672-49.7% | $4,660-49.5% |
| Participant deferral / active EE | $5,698 | $6,462-11.8% | $5,626+1.3% | $6,688-14.8% |
| Admin fee / account holder | $27,692 | $19,313+43.4% | $15,912+74.0% | $13,397+106.7% |