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 | $91,464 | $107,334-14.8% | $92,893-1.5% | $152,861-40.2% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | -2.26% | 145.58%-147.8pp | 109.41%-111.7pp | 345.32%-347.6pp |
| Employer contribution / active EE | $6,612 | $4,221+56.6% | $3,653+81.0% | $4,762+38.8% |
| Participant deferral / active EE | $4,185 | $4,845-13.6% | $4,236-1.2% | $5,850-28.5% |
| Admin fee / account holder | $7,934 | $7,079+12.1% | $5,794+36.9% | $11,596-31.6% |