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 4-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 | $107,024 | $74,888+42.9% | $71,209+50.3% | $142,382-24.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 11.88% | 345.14%-333.3pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $671 | $2,854-76.5% | $2,721-75.4% | $4,299-84.4% |
| Participant deferral / active EE | $6,707 | $4,454+50.6% | $4,175+60.6% | $6,507+3.1% |
| Admin fee / account holder | $5,378 | $5,568-3.4% | $5,349+0.6% | $12,624-57.4% |