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 9-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 | $62,747 | $54,762+14.6% | $90,281-30.5% | $72,985-14.0% |
| Participation rate | 90.3% | 65.1%+25.2pp | 73.3%+17.1pp | 69.5%+20.8pp |
| Annual return | 7.59% | 30.63%-23.0pp | 78.10%-70.5pp | 81.00%-73.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,741 | $2,887+202.8% | $3,885+125.0% | $3,607+142.3% |
| Admin fee / account holder | $11,613 | $3,972+192.4% | $5,351+117.0% | $5,124+126.6% |