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 5-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 | $117,246 | $135,952-13.8% | $123,892-5.4% | $273,961-57.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | -10.48% | 56.63%-67.1pp | 47.52%-58.0pp | 41.45%-51.9pp |
| Employer contribution / active EE | $3,528 | $5,170-31.8% | $4,617-23.6% | $4,869-27.5% |
| Participant deferral / active EE | $7,451 | $6,343+17.5% | $5,984+24.5% | $5,287+40.9% |
| Admin fee / account holder | $10,478 | $9,817+6.7% | $8,357+25.4% | $10,132+3.4% |