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 | $85,974 | $214,378-59.9% | $200,582-57.1% | $142,382-39.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 3.85% | 46.41%-42.6pp | 42.33%-38.5pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,055 | $6,841-70.0% | $6,419-68.0% | $4,299-52.2% |
| Participant deferral / active EE | $4,445 | $9,865-54.9% | $9,331-52.4% | $6,507-31.7% |
| Admin fee / account holder | $388 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |