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 10-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 | $136,717 | $183,519-25.5% | $155,509-12.1% | $145,922-6.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 0.93% | 61.17%-60.2pp | 64.67%-63.7pp | 561.29%-560.4pp |
| Employer contribution / active EE | $5,000 | $5,313-5.9% | $4,672+7.0% | $4,660+7.3% |
| Participant deferral / active EE | $14,000 | $6,462+116.6% | $5,626+148.8% | $6,688+109.3% |
| Admin fee / account holder | $5,228 | $19,313-72.9% | $15,912-67.1% | $13,397-61.0% |