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 3-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 | $149,651 | $201,272-25.6% | $184,203-18.8% | $145,922+2.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.05% | 29.00%-22.0pp | 28.81%-21.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $4,954 | $7,022-29.5% | $6,427-22.9% | $4,660+6.3% |
| Participant deferral / active EE | $11,305 | $9,806+15.3% | $9,131+23.8% | $6,688+69.0% |
| Admin fee / account holder | $77,056 | $16,364+370.9% | $13,901+454.3% | $13,397+475.2% |