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 | $71,526 | $140,588-49.1% | $123,104-41.9% | $125,391-43.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.75% | 16.80%-21.5pp | 13.22%-18.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $10,537 | $6,041+74.4% | $5,151+104.6% | $4,866+116.5% |
| Participant deferral / active EE | $7,178 | $6,980+2.8% | $6,230+15.2% | $5,352+34.1% |
| Admin fee / account holder | $531 | $11,198-95.3% | $9,015-94.1% | $9,540-94.4% |