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 | $88,273 | $80,717+9.4% | $154,803-43.0% | $84,808+4.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.66% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,545 | $2,761-7.8% | $4,305-40.9% | $2,631-3.3% |
| Participant deferral / active EE | $7,367 | $3,303+123.0% | $5,540+33.0% | $4,212+74.9% |
| Admin fee / account holder | $9,483 | $6,746+40.6% | $14,329-33.8% | $7,344+29.1% |