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 | $120,676 | $111,754+8.0% | $103,333+16.8% | $145,922-17.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 6.38% | 24.77%-18.4pp | 24.88%-18.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $17,212 | $4,212+308.6% | $3,868+345.0% | $4,660+269.4% |
| Participant deferral / active EE | $1,600 | $5,619-71.5% | $5,057-68.4% | $6,688-76.1% |
| Admin fee / account holder | $4,673 | $9,750-52.1% | $8,355-44.1% | $13,397-65.1% |