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 | $93,388 | $93,571-0.2% | $135,903-31.3% | $75,163+24.2% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 14.36% | 30.90%-16.5pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,193 | $3,537-9.7% | $4,856-34.3% | $2,670+19.6% |
| Participant deferral / active EE | $8,178 | $6,404+27.7% | $7,758+5.4% | $4,125+98.2% |
| Admin fee / account holder | $9,298 | $6,975+33.3% | $10,762-13.6% | $5,651+64.5% |