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 | $64,870 | $59,805+8.5% | $79,550-18.5% | $68,494-5.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.47% | -12.30%-8.2pp | 0.16%-20.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,903 | $1,505+92.9% | $2,413+20.3% | $2,596+11.8% |
| Participant deferral / active EE | $4,365 | $3,024+44.3% | $3,985+9.5% | $4,027+8.4% |
| Admin fee / account holder | $10,202 | $4,835+111.0% | $6,832+49.3% | $5,403+88.8% |