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 | $88,986 | $89,355-0.4% | $141,162-37.0% | $72,985+21.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 1.75% | 111.85%-110.1pp | 71.39%-69.6pp | 81.00%-79.3pp |
| Employer contribution / active EE | $3,036 | $3,114-2.5% | $4,735-35.9% | $2,440+24.4% |
| Participant deferral / active EE | $8,540 | $5,418+57.6% | $6,709+27.3% | $3,607+136.7% |
| Admin fee / account holder | $3,455 | $5,958-42.0% | $10,261-66.3% | $5,124-32.6% |