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 | $192,627 | $127,386+51.2% | $115,037+67.4% | $125,391+53.6% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.66% | 31.28%-34.9pp | 26.14%-29.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,310 | $5,166-55.3% | $4,608-49.9% | $4,866-52.5% |
| Participant deferral / active EE | $13,117 | $6,423+104.2% | $6,026+117.6% | $5,352+145.1% |
| Admin fee / account holder | $18,193 | $9,516+91.2% | $8,175+122.5% | $9,540+90.7% |