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 | $160,309 | $99,341+61.4% | $84,750+89.2% | $273,961-41.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.27% | 22.93%-27.2pp | 22.78%-27.1pp | 41.45%-45.7pp |
| Employer contribution / active EE | $8,604 | $4,214+104.2% | $3,574+140.7% | $4,869+76.7% |
| Participant deferral / active EE | $3,879 | $4,269-9.1% | $3,712+4.5% | $5,287-26.6% |
| Admin fee / account holder | $720 | $6,644-89.2% | $5,332-86.5% | $10,132-92.9% |