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 | $78,075 | $228,332-65.8% | $185,823-58.0% | $158,922-50.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | -11.33% | 40.80%-52.1pp | 35.95%-47.3pp | 302.83%-314.2pp |
| Employer contribution / active EE | $943 | $4,967-81.0% | $4,087-76.9% | $4,761-80.2% |
| Participant deferral / active EE | $7,333 | $6,415+14.3% | $5,632+30.2% | $5,982+22.6% |
| Admin fee / account holder | $611 | $11,864-94.8% | $9,500-93.6% | $11,246-94.6% |