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 7-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 | $68,344 | $93,571-27.0% | $135,903-49.7% | $75,163-9.1% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-10.9pp | 67.2%+3.8pp |
| Annual return | 15.16% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,772 | $3,537+91.5% | $4,856+39.4% | $2,670+153.6% |
| Participant deferral / active EE | $12,129 | $6,404+89.4% | $7,758+56.3% | $4,125+194.0% |
| Admin fee / account holder | $39,785 | $6,975+470.4% | $10,762+269.7% | $5,651+604.0% |