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 | $79,770 | $91,538-12.9% | $129,995-38.6% | $75,163+6.1% |
| Participation rate | 74.2% | 71.4%+2.8pp | 78.5%-4.3pp | 67.2%+7.0pp |
| Annual return | 10.88% | -631.11%+642.0pp | -137.18%+148.1pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,982 | $2,845+4.8% | $4,320-31.0% | $2,670+11.7% |
| Participant deferral / active EE | $3,215 | $4,341-25.9% | $5,820-44.8% | $4,125-22.1% |
| Admin fee / account holder | $2,886 | $6,790-57.5% | $10,614-72.8% | $5,651-48.9% |