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 | $60,336 | $54,762+10.2% | $90,281-33.2% | $72,985-17.3% |
| Participation rate | 90.7% | 65.1%+25.6pp | 73.3%+17.4pp | 69.5%+21.2pp |
| Annual return | 7.80% | 30.63%-22.8pp | 78.10%-70.3pp | 81.00%-73.2pp |
| Employer contribution / active EE | $2,888 | $2,092+38.0% | $2,854+1.2% | $2,440+18.4% |
| Participant deferral / active EE | $2,628 | $2,887-9.0% | $3,885-32.4% | $3,607-27.2% |
| Admin fee / account holder | $1,057 | $3,972-73.4% | $5,351-80.2% | $5,124-79.4% |