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 | $208,246 | $214,378-2.9% | $200,582+3.8% | $142,382+46.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.34% | 46.41%-43.1pp | 42.33%-39.0pp | 217.08%-213.7pp |
| Employer contribution / active EE | $17,573 | $6,841+156.9% | $6,419+173.8% | $4,299+308.7% |
| Participant deferral / active EE | $3,660 | $9,865-62.9% | $9,331-60.8% | $6,507-43.8% |
| Admin fee / account holder | $4,164 | $17,692-76.5% | $16,305-74.5% | $12,624-67.0% |