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 | $113,755 | $110,094+3.3% | $151,611-25.0% | $68,494+66.1% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -19.45% | -10.12%-9.3pp | 3.33%-22.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,188 | $4,471-51.1% | $6,166-64.5% | $2,596-15.7% |
| Participant deferral / active EE | $4,781 | $6,527-26.8% | $8,363-42.8% | $4,027+18.7% |
| Admin fee / account holder | $840 | $7,719-89.1% | $11,616-92.8% | $5,403-84.5% |