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 | $26,457 | $158,817-83.3% | $121,196-78.2% | $135,375-80.5% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.7%+24.1pp | 82.6%+13.2pp |
| Annual return | -12.01% | -0.64%-11.4pp | 16.93%-28.9pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,100 | $5,665-45.3% | $4,022-22.9% | $4,779-35.1% |
| Participant deferral / active EE | $4,792 | $4,005+19.6% | $3,344+43.3% | $5,609-14.6% |
| Admin fee / account holder | $791 | $6,512-87.9% | $5,019-84.2% | $10,827-92.7% |