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 | $159,876 | $177,572-10.0% | $154,803+3.3% | $142,382+12.3% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 11.07% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $6,251 | $4,810+29.9% | $4,305+45.2% | $4,299+45.4% |
| Participant deferral / active EE | $6,259 | $6,272-0.2% | $5,540+13.0% | $6,507-3.8% |
| Admin fee / account holder | $14,314 | $16,786-14.7% | $14,329-0.1% | $12,624+13.4% |