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 | $122,822 | $74,888+64.0% | $71,209+72.5% | $142,382-13.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.04% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,003 | $2,854-64.9% | $2,721-63.1% | $4,299-76.7% |
| Participant deferral / active EE | $1,170 | $4,454-73.7% | $4,175-72.0% | $6,507-82.0% |
| Admin fee / account holder | $25,691 | $5,568+361.4% | $5,349+380.3% | $12,624+103.5% |