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 | $86,129 | $127,777-32.6% | $106,548-19.2% | $167,490-48.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.27% | 33.87%-26.6pp | 26.80%-19.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,302 | $3,427-32.8% | $2,819-18.4% | $4,837-52.4% |
| Participant deferral / active EE | $5,172 | $5,087+1.7% | $4,398+17.6% | $6,341-18.4% |
| Admin fee / account holder | $1,092 | $11,228-90.3% | $7,407-85.3% | $12,309-91.1% |