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 | $181,552 | $81,460+122.9% | $103,333+75.7% | $80,856+124.5% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 9.04% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,096 | $3,105-32.5% | $3,868-45.8% | $2,755-23.9% |
| Participant deferral / active EE | $8,383 | $3,869+116.7% | $5,057+65.8% | $4,296+95.1% |
| Admin fee / account holder | $3,197 | $6,566-51.3% | $8,355-61.7% | $6,918-53.8% |