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 4-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 | $44,829 | $159,602-71.9% | $150,045-70.1% | $142,382-68.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 12.19% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $7,897 | $4,961+59.2% | $4,693+68.3% | $4,299+83.7% |
| Participant deferral / active EE | $9,159 | $8,310+10.2% | $7,997+14.5% | $6,507+40.8% |
| Admin fee / account holder | $12,710 | $14,846-14.4% | $13,435-5.4% | $12,624+0.7% |