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 3-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 | $143,032 | $108,919+31.3% | $100,391+42.5% | $145,922-2.0% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 8.96% | 57.88%-48.9pp | 49.20%-40.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,831 | $4,419-35.9% | $3,942-28.2% | $4,660-39.2% |
| Participant deferral / active EE | $8,434 | $8,445-0.1% | $8,082+4.4% | $6,688+26.1% |
| Admin fee / account holder | $100,437 | $9,689+936.6% | $7,899+1171.5% | $13,397+649.7% |