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 | $162,782 | $114,381+42.3% | $107,525+51.4% | $142,382+14.3% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 5.92% | 242.71%-236.8pp | 181.32%-175.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,261 | $4,015-18.8% | $3,754-13.1% | $4,299-24.1% |
| Participant deferral / active EE | $7,504 | $5,564+34.9% | $5,116+46.7% | $6,507+15.3% |
| Admin fee / account holder | $220,691 | $9,860+2138.2% | $8,919+2374.5% | $12,624+1648.2% |