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 8-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 | $145,334 | $80,717+80.1% | $154,803-6.1% | $84,808+71.4% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 4.46% | 37.96%-33.5pp | 58.88%-54.4pp | 40.90%-36.4pp |
| Employer contribution / active EE | $4,897 | $2,761+77.4% | $4,305+13.7% | $2,631+86.1% |
| Participant deferral / active EE | $4,868 | $3,303+47.4% | $5,540-12.1% | $4,212+15.6% |
| Admin fee / account holder | $35,608 | $6,746+427.9% | $14,329+148.5% | $7,344+384.9% |