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 | $71,559 | $106,584-32.9% | $101,326-29.4% | $142,382-49.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.94% | 36.93%-25.0pp | 36.82%-24.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $13,724 | $3,956+246.9% | $3,665+274.4% | $4,299+219.2% |
| Participant deferral / active EE | $21,204 | $8,297+155.6% | $7,994+165.3% | $6,507+225.9% |
| Admin fee / account holder | $17,299 | $11,446+51.1% | $11,185+54.7% | $12,624+37.0% |