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 | $89,491 | $54,590+63.9% | $81,930+9.2% | $73,488+21.8% |
| Participation rate | 97.0% | 68.3%+28.7pp | 72.0%+25.0pp | 70.7%+26.3pp |
| Annual return | 7.29% | 17.74%-10.4pp | 29.49%-22.2pp | 28.51%-21.2pp |
| Employer contribution / active EE | $600 | $1,636-63.3% | $4,310-86.1% | $2,270-73.6% |
| Participant deferral / active EE | $5,999 | $2,759+117.4% | $7,107-15.6% | $3,740+60.4% |
| Admin fee / account holder | $2,108 | $592+256.1% | $5,158-59.1% | $513+310.9% |