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 | $228,428 | $64,707+253.0% | $112,228+103.5% | $68,494+233.5% |
| Participation rate | 86.8% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+19.0pp |
| Annual return | -20.93% | -11.40%-9.5pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $817 | $2,746-70.2% | $3,635-77.5% | $2,596-68.5% |
| Participant deferral / active EE | $6,443 | $3,565+80.7% | $4,728+36.3% | $4,027+60.0% |
| Admin fee / account holder | $2,304 | $5,232-56.0% | $6,410-64.1% | $5,403-57.3% |