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 | $236,277 | $131,829+79.2% | $108,579+117.6% | $273,961-13.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.71% | -91.57%+93.3pp | -51.70%+53.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $6,000 | $4,912+22.1% | $3,758+59.6% | $4,869+23.2% |
| Participant deferral / active EE | $15,642 | $5,127+205.1% | $4,311+262.9% | $5,287+195.9% |
| Admin fee / account holder | $11,192 | $10,252+9.2% | $7,645+46.4% | $10,132+10.5% |