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 5-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 | $55,338 | $75,935-27.1% | $60,547-8.6% | $125,391-55.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 68.0%+13.9pp | 83.2%-1.4pp |
| Annual return | -8.64% | -5.38%-3.3pp | 335.64%-344.3pp | 282.22%-290.9pp |
| Employer contribution / active EE | $2,062 | $3,438-40.0% | $2,419-14.8% | $4,866-57.6% |
| Participant deferral / active EE | $2,018 | $4,506-55.2% | $3,328-39.4% | $5,352-62.3% |
| Admin fee / account holder | $28,029 | $6,768+314.2% | $4,536+517.9% | $9,540+193.8% |