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 8-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 | $67,229 | $71,050-5.4% | $93,606-28.2% | $80,856-16.9% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.6%+18.8pp |
| Annual return | 9.27% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,865 | $1,564+83.3% | $2,420+18.4% | $2,755+4.0% |
| Participant deferral / active EE | $6,735 | $4,034+67.0% | $4,411+52.7% | $4,296+56.8% |
| Admin fee / account holder | $1,629 | $6,945-76.5% | $8,285-80.3% | $6,918-76.5% |