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 | $111,368 | $77,503+43.7% | $100,391+10.9% | $80,856+37.7% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.6%+20.8pp |
| Annual return | 11.57% | 37.20%-25.6pp | 49.20%-37.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,941 | $2,801+40.7% | $3,9420% | $2,755+43.1% |
| Participant deferral / active EE | $8,460 | $6,820+24.0% | $8,082+4.7% | $4,296+96.9% |
| Admin fee / account holder | $53,018 | $5,897+799.1% | $7,899+571.2% | $6,918+666.4% |