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 | $56,301 | $46,674+20.6% | $117,472-52.1% | $68,494-17.8% |
| Participation rate | 77.8% | 56.8%+21.0pp | 70.6%+7.2pp | 67.9%+9.9pp |
| Annual return | -19.90% | -14.52%-5.4pp | 29.74%-49.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,363 | $1,505-9.4% | $4,176-67.4% | $2,596-47.5% |
| Participant deferral / active EE | $4,151 | $2,636+57.5% | $4,070+2.0% | $4,027+3.1% |
| Admin fee / account holder | $830 | $4,020-79.4% | $5,645-85.3% | $5,403-84.6% |