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 10-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 | $29,975 | $54,726-45.2% | $68,793-56.4% | $64,186-53.3% |
| Participation rate | 89.3% | 68.0%+21.3pp | 72.2%+17.1pp | 69.6%+19.7pp |
| Annual return | -9.76% | -1.62%-8.1pp | -4.63%-5.1pp | 7.63%-17.4pp |
| Employer contribution / active EE | $6,071 | $1,846+228.9% | $2,625+131.3% | $2,381+155.0% |
| Participant deferral / active EE | $4,513 | $2,626+71.9% | $3,311+36.3% | $3,470+30.1% |
| Admin fee / account holder | $417 | $4,027-89.6% | $5,131-91.9% | $4,888-91.5% |