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 | $88,093 | $59,805+47.3% | $79,550+10.7% | $68,494+28.6% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.5%+18.7pp | 67.9%+20.3pp |
| Annual return | -21.65% | -12.30%-9.3pp | 0.16%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,950 | $1,505+29.6% | $2,413-19.2% | $2,596-24.9% |
| Participant deferral / active EE | $6,407 | $3,024+111.8% | $3,985+60.8% | $4,027+59.1% |
| Admin fee / account holder | $13,083 | $4,835+170.6% | $6,832+91.5% | $5,403+142.2% |