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 | $82,147 | $107,334-23.5% | $92,893-11.6% | $152,861-46.3% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 1.99% | 145.58%-143.6pp | 109.41%-107.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $6,449 | $4,221+52.8% | $3,653+76.6% | $4,762+35.4% |
| Participant deferral / active EE | $3,728 | $4,845-23.1% | $4,236-12.0% | $5,850-36.3% |
| Admin fee / account holder | $706 | $7,079-90.0% | $5,794-87.8% | $11,596-93.9% |