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 4-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 | $217,355 | $87,013+149.8% | $106,213+104.6% | $80,856+168.8% |
| Participation rate | 97.4% | 70.4%+26.9pp | 75.3%+22.1pp | 67.6%+29.7pp |
| Annual return | 3.87% | 17.05%-13.2pp | 116.14%-112.3pp | 35.59%-31.7pp |
| Employer contribution / active EE | $17,846 | $2,395+645.1% | $3,171+462.7% | $2,755+547.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,612 | $8,431+14.0% | $11,033-12.9% | $6,918+38.9% |