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 | $150,092 | $78,422+91.4% | $95,952+56.4% | $79,858+87.9% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 9.86% | 19.37%-9.5pp | 91.61%-81.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $803 | $1,945-58.7% | $2,541-68.4% | $2,471-67.5% |
| Participant deferral / active EE | $3,901 | $3,440+13.4% | $4,167-6.4% | $3,740+4.3% |
| Admin fee / account holder | $21,466 | $5,622+281.8% | $6,795+215.9% | $5,306+304.5% |