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 7-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 | $177,803 | $217,402-18.2% | $185,823-4.3% | $167,490+6.2% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 3.25% | 148.36%-145.1pp | 122.05%-118.8pp | 478.56%-475.3pp |
| Employer contribution / active EE | $3,634 | $5,873-38.1% | $5,167-29.7% | $4,837-24.9% |
| Participant deferral / active EE | $10,725 | $6,356+68.7% | $5,568+92.6% | $6,341+69.1% |
| Admin fee / account holder | $2,229 | $19,811-88.7% | $16,237-86.3% | $12,309-81.9% |