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 | $60,261 | $71,883-16.2% | $86,677-30.5% | $68,494-12.0% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -21.03% | 3.52%-24.6pp | 35.91%-56.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,787 | $2,173+28.2% | $2,836-1.8% | $2,596+7.3% |
| Participant deferral / active EE | $5,520 | $3,779+46.1% | $4,656+18.6% | $4,027+37.1% |
| Admin fee / account holder | $4,543 | $6,112-25.7% | $7,493-39.4% | $5,403-15.9% |