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 3-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 | $88,717 | $114,381-22.4% | $107,525-17.5% | $142,382-37.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.84% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $19,039 | $4,015+374.2% | $3,754+407.2% | $4,299+342.9% |
| Participant deferral / active EE | $17,100 | $5,564+207.3% | $5,116+234.3% | $6,507+162.8% |
| Admin fee / account holder | $793 | $9,860-92.0% | $8,919-91.1% | $12,624-93.7% |