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 | $67,338 | $105,181-36.0% | $159,436-57.8% | $85,850-21.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 11.13% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,604 | $3,318+8.6% | $4,829-25.4% | $2,565+40.5% |
| Participant deferral / active EE | $6,793 | $5,945+14.3% | $7,352-7.6% | $3,952+71.9% |
| Admin fee / account holder | $726 | $6,933-89.5% | $10,799-93.3% | $6,260-88.4% |