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 | $117,182 | $138,044-15.1% | $125,339-6.5% | $134,475-12.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -22.04% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,007 | $5,243-42.7% | $4,814-37.5% | $4,740-36.6% |
| Participant deferral / active EE | $6,597 | $7,799-15.4% | $7,446-11.4% | $6,400+3.1% |
| Admin fee / account holder | $362 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |