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 | $57,914 | $70,475-17.8% | $100,516-42.4% | $79,858-27.5% |
| Participation rate | 91.7% | 73.7%+18.0pp | 79.4%+12.3pp | 69.6%+22.0pp |
| Annual return | 12.20% | 21.90%-9.7pp | 30.89%-18.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,849 | $2,165+31.6% | $3,418-16.6% | $2,471+15.3% |
| Participant deferral / active EE | $3,361 | $5,181-35.1% | $6,270-46.4% | $3,740-10.1% |
| Admin fee / account holder | $10,301 | $4,478+130.0% | $8,081+27.5% | $5,306+94.1% |