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 | $63,678 | $52,836+20.5% | $105,738-39.8% | $64,186-0.8% |
| Participation rate | 89.1% | 66.5%+22.6pp | 76.3%+12.8pp | 69.6%+19.6pp |
| Annual return | -8.42% | 14.30%-22.7pp | 6.27%-14.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,092 | $1,827+14.5% | $3,268-36.0% | $2,381-12.1% |
| Participant deferral / active EE | $3,475 | $2,545+36.5% | $4,080-14.8% | $3,470+0.2% |
| Admin fee / account holder | $1,409 | $3,959-64.4% | $6,913-79.6% | $4,888-71.2% |