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 | $83,416 | $71,883+16.0% | $86,677-3.8% | $68,494+21.8% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -18.90% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,157 | $2,173-0.7% | $2,836-24.0% | $2,596-16.9% |
| Participant deferral / active EE | $4,354 | $3,779+15.2% | $4,656-6.5% | $4,027+8.1% |
| Admin fee / account holder | $1,821 | $6,112-70.2% | $7,493-75.7% | $5,403-66.3% |