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 | $139,620 | $167,307-16.5% | $143,757-2.9% | $134,475+3.8% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -20.29% | 0.46%-20.8pp | -0.04%-20.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $9,442 | $5,619+68.0% | $4,951+90.7% | $4,740+99.2% |
| Participant deferral / active EE | $6,238 | $6,446-3.2% | $5,637+10.7% | $6,400-2.5% |
| Admin fee / account holder | $4,294 | $18,088-76.3% | $14,673-70.7% | $11,426-62.4% |