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 | $161,066 | $81,900+96.7% | $119,609+34.7% | $68,494+135.2% |
| Participation rate | 98.1% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -26.86% | -23.82%-3.0pp | -14.97%-11.9pp | -7.84%-19.0pp |
| Employer contribution / active EE | $2,138 | $2,693-20.6% | $4,232-49.5% | $2,596-17.6% |
| Participant deferral / active EE | $7,909 | $4,148+90.7% | $5,602+41.2% | $4,027+96.4% |
| Admin fee / account holder | $2,207 | $6,582-66.5% | $10,323-78.6% | $5,403-59.1% |