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 5-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 | $196,994 | $61,774+218.9% | $97,226+102.6% | $80,856+143.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 10.32% | -557.90%+568.2pp | 75.13%-64.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $19,853 | $1,837+980.9% | $2,729+627.5% | $2,755+620.6% |
| Participant deferral / active EE | $9,566 | $3,029+215.8% | $4,264+124.4% | $4,296+122.7% |
| Admin fee / account holder | $10,738 | $5,166+107.8% | $5,654+89.9% | $6,918+55.2% |