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 | $45,569 | $111,754-59.2% | $103,333-55.9% | $145,922-68.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 7.70% | 24.77%-17.1pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,841 | $4,212-8.8% | $3,868-0.7% | $4,660-17.6% |
| Participant deferral / active EE | $7,918 | $5,619+40.9% | $5,057+56.6% | $6,688+18.4% |
| Admin fee / account holder | $28,182 | $9,750+189.0% | $8,355+237.3% | $13,397+110.4% |