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 | $45,584 | $183,519-75.2% | $155,509-70.7% | $145,922-68.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.52% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,626 | $5,313-50.6% | $4,672-43.8% | $4,660-43.6% |
| Participant deferral / active EE | $4,945 | $6,462-23.5% | $5,626-12.1% | $6,688-26.1% |
| Admin fee / account holder | $307 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |