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 | $181,210 | $159,602+13.5% | $150,045+20.8% | $142,382+27.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 9.06% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,298 | $4,961-53.7% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $5,885 | $8,310-29.2% | $7,997-26.4% | $6,507-9.6% |
| Admin fee / account holder | $67,795 | $14,846+356.6% | $13,435+404.6% | $12,624+437.0% |