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 6-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 | $138,063 | $101,724+35.7% | $164,813-16.2% | $80,856+70.8% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 4.23% | 16.72%-12.5pp | 69.93%-65.7pp | 35.59%-31.4pp |
| Employer contribution / active EE | $5,059 | $2,953+71.3% | $4,341+16.5% | $2,755+83.6% |
| Participant deferral / active EE | $6,439 | $4,477+43.8% | $6,031+6.8% | $4,296+49.9% |
| Admin fee / account holder | $1,993 | $8,227-75.8% | $12,690-84.3% | $6,918-71.2% |